Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Jeanne Theorin is a financial advisor with Cambridge Investment Research Advisors, Inc. Leah has been in the financial services industry since September 2012. Leah is registered in Arizona, Florida, Minnesota, Missouri, Virginia and Wisconsin. Leah is also a registered Investment Advisor Representative in Minnesota. Leah's professional experience includes working with Threivent Investment Management Inc. and Threivent Financial for Lutherans. Leah provides financial planning services, pension consulting, educational seminars, market timing services, and selection of other advisors. Leah is a highly experienced and knowledgeable financial advisor who can help you reach your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MN
04/28/2023 - Present
Cambridge Investment Research Advisors, Inc. (Rosemount MN)
MN
09/25/2012 - 05/01/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Rosemount MN)
BOTH
Issued 10/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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