Unclaimed Profile

Jeffrey Chet Leadholm

THE LEUTHOLD GROUP, LLC·MINNEAPOLIS, Minnesota

SIE, Series 7, Series 63, Series 65Clean record23 years registeredTHE LEUTHOLD GROUP, LLC

150 SOUTH FIFTH STREET, MINNEAPOLIS, MN 55402CRD# 3026967Firm CRD# 105826

Profile Verification

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

Identity

Jeffrey Chet Leadholm · MINNEAPOLIS, MN

Registration

CRD #3026967 · THE LEUTHOLD GROUP, LLC · 23 years registered

Brand Profile

Not yet started

Career History

LEUTHOLD WEEDEN CAPITAL MANAGEMENT

Nov 2013 – present

WEEDEN & CO.L.P.

May 2003 – Dec 2015

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · May 6, 2003

Years registered · 23

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 Jeffrey Chet Leadholm offer?

Jeffrey Chet Leadholm specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Jeffrey Chet Leadholm's credentials?

Jeffrey Chet Leadholm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Chet Leadholm located?

Jeffrey Chet Leadholm is based in MINNEAPOLIS, Minnesota, working with THE LEUTHOLD GROUP, LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Jeffrey Chet Leadholm charge for services?

Jeffrey Chet Leadholm'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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