Leland Alexander Gropper
Investment Adviser Representative at Platform Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Leland Alexander Gropper is an investment adviser representative with Platform Wealth Advisors in Goleta, CA, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Planmember Securities Corporation. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PlanMember Securities CorporationFeb 2025 – Mar 2026Carpinteria, CA
- Channel Islands SurfboardsJun 2024 – Dec 2025Carpinteria, CA
- UC Santa BarbaraJan 2022 – Jun 2024Goleta, CA
- Haakenson FiberglassSep 2021 – Jun 2024Goleta, CA
- A-Frame Surf Corp.Jul 2020 – Jun 2024Carpinteria, CA
- Shoreline CafeJan 2020 – Apr 2021Santa Barbara, CA
- On The AlleyApr 2019 – Dec 2019Santa Barbara, CA
- Rosewood Miramar HotelMar 2019 – Apr 2019Santa Barbara, CA
- Santa Barbara City CollegeAug 2018 – Dec 2020Santa Barbara, CA
- Pepperdock RestaurantJan 2018 – Jul 2018Seattle, WA
- West Seattle High SchoolSep 2017 – Jun 2018Seattle, WA
- Cleveland High SchoolJan 2015 – Jun 2017Seattle, WA
- Platform Wealth Management, LLC dba Platform Wealth AdvisorsMar 2026 – no end date reportedGoleta, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Platform Wealth Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Holladay, UT
- SEC file number:
- 801-129811
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 15, 2026
View full firm profileOther advisors at Platform Wealth Advisors
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Leland Alexander Gropper has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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