Casey Leanna (CRD# 7720067) is an Investment Advisor Representative working at Principal Securities, Inc. in Lake Elmo, MN and has 1 year of experience in the finance industry.
CRD# 1506077
Abens Financial Services Inc.
CRD# 6049600
Abens Financial Services Inc.
CRD# 2773901
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cannaday Bloom Wealth And Insurance Solutions | Lake Elmo, MN | Jul 2023 - Current | < 1 |
| Principal Securities Inc. | Lake Elmo, MN | Mar 2023 - Current | 1 |
| Ariens Co | Brillion, WI | Jun 2020 - Mar 2023 | 2 |
| Generac Inc. | Oshkosh, WI | Feb 2018 - Jun 2020 | 2 |
| Uw-stout Commons | Menomonie, WI | Sep 2013 - Dec 2017 | 4 |
| Uas Laboratories | Wausau, WI | May 2017 - Sep 2017 | < 1 |
| Hudson-sharp Machine Co | Green Bay, WI | May 2016 - Jan 2017 | < 1 |
| Paper Converting Machine Co | Green Bay, WI | May 2015 - Sep 2015 | < 1 |
| Belmark Inc. | De Pere, WI | May 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- MN
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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