Unclaimed
Paul Edward Leapaldt is a financial advisor with Thrivent Advisor Network, LLC, based in Minneapolis, Minnesota. Paul has been working in the financial industry since July 1990. Paul has a wide range of experience and holds multiple licenses and certifications, including Series 6, 7, 63, and 66. Paul specializes in providing financial planning, investment advisory, and other financial services to individuals, families, and businesses. Paul is committed to helping clients achieve their financial goals. Paul has been with Thrivent for many years and has a strong understanding of the company's products and services. Paul is also an active member of the community and is involved in various charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MN
03/17/2021 - Present
Thrivent Advisor Network, LLC (MINNEAPOLIS MN)
OR
03/18/2021 - 08/01/2024
PURSHE KAPLAN STERLING INVESTMENTS (Bend OR)
OR
07/16/1990 - 03/17/2021
THRIVENT INVESTMENT MANAGEMENT INC. (BEND OR)
BOTH
Issued 11/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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