Unclaimed Profile

Douglas Raymond Ramsey

THE LEUTHOLD GROUP, LLC·MINNEAPOLIS, Minnesota

Series 3, Series 7, Series 63, Series 65Clean record22 years registeredTHE LEUTHOLD GROUP, LLC

150 SOUTH FIFTH STREET, MINNEAPOLIS, MN 55402CRD# 2099071Firm CRD# 105826

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Douglas Raymond Ramsey · MINNEAPOLIS, MN

Registration

CRD #2099071 · THE LEUTHOLD GROUP, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE LEUTHOLD GROUP, LLC

LEUTHOLD WEEDEN CAPITAL MANAGEMENT

Nov 2013 – Jun 2025

MINNEAPOLIS, MN

TREIS CAPITAL, LLC

Aug 2004 – Dec 2005

WEST DES MOINES, IA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · August 10, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE LEUTHOLD GROUP, LLC

CRD 105826 · SEC 801-30686

AUM

$1.1B

Regulatory assets under management

Employees

127 client accounts

Services offered by THE LEUTHOLD GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at THE LEUTHOLD GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Douglas Raymond Ramsey offer?

Douglas Raymond Ramsey specializes in Investment Management, Retirement Planning, Wealth Management.

What are Douglas Raymond Ramsey's credentials?

Douglas Raymond Ramsey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas Raymond Ramsey located?

Douglas Raymond Ramsey is based in MINNEAPOLIS, Minnesota, last registered with THE LEUTHOLD GROUP, LLC.

How does Douglas Raymond Ramsey charge for services?

Douglas Raymond Ramsey's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE LEUTHOLD GROUP, LLC?

THE LEUTHOLD GROUP, LLC has approximately 17 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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