How I can help you

Profit Consultant/ Founder, 10/2017 to Present Charlotte Consultant Services, LLC - Charlotte, NC We are your valued resource for Business Owners to manage plan business personal finances. Specifically our goal when working with owners is to simplify their business finances to improve profits and then assist them planning to deploy those profits through BCA. Portfolio Manager/ Founder, 2/2019 to Present Brecken Capital Advisors, LLC - Charlotte, NC Brecken Capital Advisors (BCA) offers a wide range of financial services for both businesses individuals aimed at achieving clients financial goals. Whether those goals be profit oriented for a business or financial goals for individuals we strive to do so by preserving growing your capital. We deliver personalize portfolio management by designing our model portfolios vs outsourcing them like most other advisors. Thus, keeping clients better informed about their investments more effectively achieve financial goals. Financial Advisor, 10/2017 to Present WealthPlan Financial Group - Charlotte, NC Only advisor in NC to deliver personal/business financial plans/services for small biz owners Created maintain 6 custom portfolios based on own proprietary research Financial Advisor, 10/2016 to 10/2017 Waddell Reed - Charlotte, NC Portfolio Manager/Senior Analyst, 10/2002 to 06/2016 Brecken Capital LLC - New York, NY Acted as sole manager, idea generator trader in fund Achieved superior returns via portfolio focused on tax advantage investments Exposed multiple instances of account irregularities at public companies Published research on oil data distortions at EIA/IEA proving inventory overstatement Published audio interview detailing Federal Reserve policy’s role on asset price distortion Maintain detailed earnings CF models for various companies in fund Lead financial/energy contributor to with over 40 articles written Senior Technology Analyst, 06/1999 to 12/2001 Feirstein Capital LLC - New York, NY Lead equity research idea generation for $1B growth Fund Generated Over $120M in asset appreciation for fund Extensive interaction with senior management of various public companies

Areas of Expertise

  • Accounting & Finance
  • Business Plan
  • Management & Operations
  • Technology

Industry Experience

  • Accounting & Tax Services
  • Professional Services

Leonard Brecken

Communication Methods

  • In Person
  • Video