Paul Leapaldt (CRD# 2074130) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Minneapolis, MN and has over 33 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 |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Mar 2021 - Current | 3 |
| Thrivent Advisor Network, Llc Dba M25 Advisors | Bend, OR | Feb 2021 - Current | 3 |
| Thrivent Financial For Lutherans | Appleton, WI | Jul 2002 - Feb 2021 | 18 |
| Thrivent Investment Management Inc. | Bend, OR | Jul 2002 - Feb 2021 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1990 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management6,164MILLIONS
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Total Number of Accounts28,513ACCOUNTS
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Average Account Value$216,175
- A percentage of assets under your management
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