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Leonard Emil Moulin III

Investment Adviser Representative at Ignite Planners LLC

San Clemente, CACRD #3012350Dual-registered
Disclosure(s) on record — see official records below
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Leonard Emil Moulin is an investment adviser representative with Ignite Planners LLC in San Clemente, CA, where they have been registered since 2022. They have worked in the securities industry since 2007 and have been registered with 4 firms, including SB Wealth and Cetera Advisor Networks LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.

Office

109 E. Escalones
San Clemente, CA 92672

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California
Broker:
1 state or territory

California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/12/2008
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/16/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Ignite Planners LLCCurrent
11/21/2022 – San Clemente, CA
SB Wealth
1/24/2019 – 11/28/2022San Clemente, CA
Cetera Advisor Networks LLC
11/1/2017 – 4/4/2019San Clemente, CA
Girard Securities, Inc.
2/13/2008 – 11/1/2017Mission Viejo, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Stonex Securities Inc
    Apr 2019 – no end date reportedSan Clemente, CA
  2. Ignite Planners LLC
    Nov 2022 – no end date reportedSan Clemente, CA
  3. Rincon Pacific Management, Inc.
    Jan 2019 – Nov 2022San Clemente, CA
  4. Cetera Advisor Networks LLC
    Nov 2017 – Apr 2019El Segundo, CA
  5. Girard Securities, Inc.
    Nov 2007 – Nov 2017San Diego, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Ignite Planners LLC

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
  • Performance-based fees
Estimated blended rate
0.02

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsSovereign Wealth

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
25
Offices listed on AdvisorFinder:
5
Main office:
San Clemente, CA
SEC file number:
801-112029

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 3, 2026

View full firm profile

Other advisors at Ignite Planners LLC

Showing 12 of 25 in the directory

View Ignite Planners LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Leonard Emil Moulin III 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Leonard Emil Moulin III (Ignite Planners) - Advisor Profile