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Samuel J Leidholm

U.s. Bancorp Investments, Inc.

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About Samuel J Leidholm

Samuel Leidholm is an investment advisor representative, registered with U.S. Bancorp Investments, Inc.. Samuel has been in the industry since June 2020, and is currently registered in 17 states and the District of Columbia, including North Dakota. Samuel is licensed to offer securities and investment advisory services. Samuel has a Series 7, Series 66, and SIE licenses. The advisor has previous experience with LPL Financial LLC, E*TRADE SECURITIES LLC and Northwestern Mutual Investment Services, LLC. The advisor is currently employed with U.S. Bancorp Investments, Inc. in the Bismarck, North Dakota office.

Firm Information

Samuel Leidholm is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1,networking&shareholder serv,product partner arrangements

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Samuel Leidholm’s Registration & Firm History

ND

09/25/2023 - Present

U.s. Bancorp Investments, Inc. (Bismarck ND)

MN

09/01/2021 - 02/22/2023

LPL FINANCIAL LLC (EDINA MN)

MN

07/27/2021 - 09/08/2021

E*TRADE SECURITIES LLC (BLOOMINGTON MN)

MN

10/01/2020 - 05/25/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/19/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/21/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel J Leidholm.
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