Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo John Schlangen is a financial advisor with over 30 years of experience in the industry. Leo has been registered with LPL Financial LLC since November 2017. Prior to that, Leo was registered with Investment Centers of America, Inc. and Ameriprise Financial Services, Inc.. Leo holds Series 63, 65, 7, 8, 9, 10, 31, and SIE licenses. Leo is a Certified Financial Planner and provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
04/07/2021 - Present
LPL Financial LLC (ST MICHAEL MN)
MN
05/03/2016 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (St. Michael MN)
MN
10/05/2009 - 05/04/2016
AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)
MN
02/14/1994 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (EDEN PRAIRIE MN)
NA
05/06/1992 - 08/13/1993
AMERINATIONAL FINANCIAL SERVICES, INC.
IA
Issued 07/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/24/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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