Adviser and broker representative · Ignite Planners LLC
Leonard E. Moulin III
CRD 3012350 · San Clemente, CA
At a glance
Leonard E. Moulin III is an investment adviser representative with Ignite Planners LLC in San Clemente, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Leonard’s SEC record dates to 2008, about 18 years ago. Leonard is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Ignite Planners LLCSince November 2022San Clemente, CA · $1.1B in regulatory assets
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Leonard’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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- Hunter JefcoatSan Clemente
- Kenneth C. Johnson Sr.San Clemente
- Andrew B. LabasSan Clemente · Certified Financial Planner
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