Leo Arms (CRD# 3242008) is an Investment Advisor Representative working at Thomas Leo Advisory, LLC in Minneapolis, MN and has over 24 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thomas Leo Advisory, LLC | Minneapolis, MN | Nov 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1999 |
| S65 | NASAA Investment Advisors Law Examination | May 2014 |
- MN
-
Total Assets Under Management149MILLIONS
-
Total Number of Accounts490ACCOUNTS
-
Average Account Value$304,096
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Other
CA, CO, MN, TX
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