Leif Briel

About Leif Briel

As the founder of Endeavr Financial Planning & Wealth Management and a wealth management advisor, I am dedicated to providing comprehensive financial planning and expertise, centered around integrity and loyalty toward our clients, their families, their businesses and their vision. Our mission is to simplify your financial life through sound investment management and financial planning.We help clients focus on their Endeavr – the life that each of them wants to live. By creating a roadmap that helps deliver the lifestyle our clients envision, and reducing the risk that could derail that vision, we can take the financial stress and uncertainty out of the equation. We create customized financial plans that can enable our clients to reach their Endeavr.Bring your vision to life!Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Experience

1. Founder and Wealth Management Advisor

   Endeavr Financial Planning & Wealth Management

   Nov 2023 — Present

Education

• University of Wisconsin-Eau Claire

  Bachelor of Arts (BA)

  1996 — 2001

Skills

• Time Management
• Customer Relationship Management (Crm)
• Training
• Sales
• Cold Calling
• Recruiting
• Life Insurance
• Finance
• Sales Process
• Account Management
• Management
• Crm
• Leadership
• Financial Analysis
• Marketing
• Relationship Building
• Business Development
• Employee Benefits
• Building Relationships
• Customer Service