# The Leaders Group: fundraiser

> The Leaders Group placed 14 company rounds filed with the SEC, most recently Mar 2026. Who they placed, by sector and size.

Source: https://millionrounds.com/providers/the-leaders-group (Millionrounds; every figure on the page links to its filing or article)

[Fundraisers](https://millionrounds.com/fundraisers) / The Leaders Group

Fundraiser Registered broker-dealer

# The Leaders Group

FINRA 37157 · placing rounds since Dec 2016

**14** company rounds placed

**6** in the last two years, last Mar 2026

**$9.9B** sold in the rounds they placed

**1.3%** typical commission; the median firm takes 4.9%

Named on 27 Form D filings as paid to sell the offering: 14 for operating companies, 4 for funds, 9 for real estate. 5 registered agents named.

## Quarter by quarter

Company rounds they placed in each quarter, from the filings.

**1** 23Q4 **1** 24Q4 **4** 25Q4 **1** 26Q1

## What they place

- Insurance **100%**

## How big the rounds are

- Under $1M **0**
- $1M to $5M **0**
- $5M to $20M **0**
- $20M to $100M **1**
- $100M+ **15**

## Where the companies are

**IN** 13 **IL** 2 **NY** 1

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/the-leaders-group)[Everything, funds and real estate too](https://millionrounds.com/providers/the-leaders-group?show=all)

Filed Issuer Industry Sold

Mar 2026 New York Life Insurance & Annuity Corp Agents: The Leaders Group Insurance **$3.0B**

Dec 2025 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Bruce Havacek, Daniel L. Barbaree Insurance **$102M**

Dec 2025 Lincoln Life Flexible Premium Variable Life Account Z Agents: Michael Liebeskind Insurance **$2.7B**

Dec 2025 HNW PPVA Series Account - 1 Agents: Leaders Group Inc Insurance **$2.1B**

Dec 2025 HNW PPVUL Series Account - 1 Agents: Leaders Group Inc Insurance **$679M**

Dec 2024 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Bruce Hlavacek Insurance **$107M**

Dec 2023 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Bruce Hlavacek Insurance **$108M**

Dec 2022 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Bruce Hlavacek Insurance **$113M**

Dec 2021 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Bruce Hlavacek Insurance **$118M**

Dec 2020 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Bruce Hlavacek Insurance **$120M**

Dec 2019 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Bruce Hlavacek Insurance **$129M**

Dec 2018 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Bruce Hlavacek Insurance **$135M**

Dec 2017 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Bruce Hlavacek Insurance **$146M**

Dec 2016 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Bruce Hlavacek Insurance **$154M**

Dec 2015 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: Bruce E. Hlayacek Insurance **$42M**

Dec 2015 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Bruce Hlavacek Insurance **$170M**

From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.

## Often on the same rounds

Other fundraisers named on the same filings: the firms they syndicate with.

[**M Holdings Securities Inc.** 16 rounds together](https://millionrounds.com/providers/m-holdings-securities-inc)[**Kestra Investment Services LLC** 16 rounds together](https://millionrounds.com/providers/kestra-investment-services-llc)[**Lion Street Financial** 16 rounds together](https://millionrounds.com/providers/lion-street-financial)[**LPL Financial LLC** 13 rounds together](https://millionrounds.com/providers/lpl-financial-llc)[**Securities America, Inc.** 12 rounds together](https://millionrounds.com/providers/securities-america-inc)[**UVEST Investment Services** 12 rounds together](https://millionrounds.com/providers/uvest-investment-services)

## Founders who worked with them

No one has said so yet.

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## A badge for their site

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