Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leonard? Claim Your ProfileLeonard Stadtmueller is a financial advisor with Ameriprise Financial Services, LLC. Leonard has been in the financial services industry since January 22, 2009 and has experience in both investment advisory and broker-dealer services. Leonard is registered with the state of Wisconsin and holds the Series 66, Series 7 and SIE licenses. Leonard is also a member of the Board of Directors for Stadtmueller, a not-for-profit organization. Leonard is dedicated to providing comprehensive financial planning 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.
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.
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2
WI
01/24/2022 - Present
Ameriprise Financial Services, LLC (APPLETON WI)
WI
05/06/2015 - 01/31/2022
HARBOUR INVESTMENTS, INC. (DEPERE WI)
WI
10/07/2013 - 05/12/2015
LPL FINANCIAL LLC (STURGEON BAY WI)
WI
08/19/2011 - 10/15/2013
MORGAN STANLEY (GREEN BAY WI)
WI
01/23/2009 - 09/06/2011
METLIFE SECURITIES INC. (DE PERE WI)
BOTH
Issued 09/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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