Jeffrey Leadholm, financial advisor Minneapolis MN

Jeffrey Leadholm

CRD Number: 3026967
Current Firm: Leuthold Weeden Capital Management

Jeffrey Leadholm (CRD# 3026967) is an Investment Advisor Representative working at Leuthold Weeden Capital Management in Minneapolis, MN and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Weeden & Company Greenwich, CT Feb 1998 - Current 26
Leuthold Group, LLC Minneapolis, MN Feb 1998 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2001
S65 NASAA Investment Advisors Law Examination May 2003
Contact Info for Jeffrey C. Leadholm
Phone Number: 612-332-9141
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    1,123
    MILLIONS
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $10,300,162
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, FL, LA, MN, MO, NV, TX

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