Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lloyd? Claim Your ProfileLloyd Leuthner is a financial advisor with LPL Financial LLC. Lloyd has been in the financial industry since 1994. Lloyd is a Certified Financial Planner and holds the Series 63, Series 24, Series 7 and SIE licenses. Lloyd is also registered as an Investment Advisor Representative with the state of Wisconsin. Lloyd's prior experience includes positions with CETERA ADVISOR NETWORKS LLC, Girard Securities, Inc., and Spelman & Co., Inc. Lloyd is a resident of Green Bay, Wisconsin.
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.
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2
WI
07/16/2018 - Present
LPL Financial LLC (GREEN BAY WI)
WI
11/01/2017 - 07/17/2018
CETERA ADVISOR NETWORKS LLC (GREEN BAY WI)
WI
09/11/2002 - 11/01/2017
GIRARD SECURITIES, INC. (GREEN BAY WI)
AZ
08/16/1994 - 09/14/2002
SPELMAN & CO., INC. (PHOENIX AZ)
BC
Issued 08/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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