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portrait of Leo E Priemer
FINANCIAL ADVISOR

Leo E Priemer

CFP®, AAMS™
431 S Main St, South Bend, IN 46601opens in a new window
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About Leo E

Helping Individuals and Businesses Achieve Financial Security

I have dedicated my career to assisting professionals, small business owners and families navigate their financial journeys. Whether you're approaching retirement, currently enjoying it or simply seeking to solidify your financial future, I can help. Working collaboratively with my branch office administrators, Crystal and Elisabeth, we prioritize building enduring relationships built on trust and personalized service.

Experience and Education

Drawing from my father's 30-year legacy as a financial advisor, I value a strong work ethic, proactive communication and unwavering commitment to client success. My educational background includes a bachelor's degree in political science from Wabash College,...

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning

Work History

  • Edward JonesSeptember 2007 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Wabash CollegeBachelor of Arts

Personal Interests

  • Volunteering
  • Traveling
  • Skiing
  • Wine Collecting/Enthusiast
  • Art & Theater

Team Members

  • Amanda Bontrager
    Registered Branch Associate
  • Elisabeth Hardy
    Sr. Branch Office Administrator
  • Crystal Taberski
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Additional Hours

  • Web Conferencing

Phone

(574) 289-9292

Fax

(888) 865-3927

Office Address

431 S Main St
South Bend, IN 46601opens in a new window

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