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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Leslie is an investment advisor representative registered with Creative Planning. David is licensed in Minnesota and Texas and has been in the financial services industry for over 30 years. David has experience in providing financial planning and portfolio management services to individuals, businesses, and retirement plans. David is a Series 63 and Series 65 licensed advisor. David's previous experience includes roles at CRAIG-HALLUM CAPITAL GROUP LLC, THINKEQUITY PARTNERS LLC, and U.S. BANCORP PIPER JAFFRAY INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MN
08/01/2023 - Present
Creative Planning (Minneapolis MN)
MN
08/23/2005 - 01/12/2018
CRAIG-HALLUM CAPITAL GROUP LLC (MINNEAPOLIS MN)
CA
05/20/2002 - 08/17/2005
THINKEQUITY PARTNERS LLC (SAN FRANCISCO CA)
MN
11/27/1992 - 05/22/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 01/11/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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