Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Leutenegger is a financial advisor with LPL Financial LLC, registered with the state of Wisconsin and Texas. Scott has been in the industry since 2008. Previously Scott Leutenegger was registered with BMO Harris Financial Advisors, Inc., Charles Schwab & Co., Inc. and Robert W. Baird & Co. Incorporated. Scott Leutenegger holds the Series 7, 9, 10, 24 and 66 licenses.
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
03/24/2021 - Present
LPL Financial LLC (GRAFTON WI)
WI
06/05/2017 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (CEDARBURG WI)
WI
04/12/2010 - 06/06/2017
CHARLES SCHWAB & CO., INC. (BROOKFIELD WI)
WI
04/01/2008 - 04/06/2010
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 06/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2009
Series 24 - General Securities Principal Examination
BC
Issued 06/09/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/30/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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