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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Leuthold is an investment advisor representative with Ameriprise Financial Services, LLC. Gregory has been in the financial services industry for over 20 years. Gregory is a registered investment advisor in Minnesota and South Dakota. Gregory holds Series 7, Series 63, and Series 65 licenses and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2001. Ameriprise Financial Services, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm provides financial planning, portfolio management, and other advisory services to individuals, families, businesses, and institutions. The firm is headquartered in Minneapolis, Minnesota. The firm has over $479 billion in assets under management. Gregory has worked for other firms in the past, including Investment Centers of America, Inc., INVEST Financial Corporation, and FSC Securities Corporation. Gregory has experience in various investment areas, including asset allocation, financial planning, and pension consulting.
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.
Asset allocation services
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.
1
2
SD
01/13/2020 - Present
Ameriprise Financial Services, LLC (Sioux Falls SD)
MN
01/20/2006 - 11/10/2014
INVESTMENT CENTERS OF AMERICA, INC. (NEW ULM MN)
MN
03/06/2003 - 01/24/2006
INVEST FINANCIAL CORPORATION (NEW ULM MN)
GA
12/06/2001 - 03/07/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
IA
Issued 03/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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