Scott
Opsal

Leuthold Weeden Capital Management

CRD#4346465
Investment Advisor
in Minneapolis, MN

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About this Advisor

Scott Opsal is a chartered financial analyst working in Minneapolis, Minnesota with 6 years of industry experience. Opsal is an advisor for Leuthold Weeden Capital Management. During their career, the advisor has held roles at Leuthold Weeden Capital Management and University Of Wisconsin-Whitewater. Opsal is approved to serve investors in Minnesota. Leuthold Weeden Capital Management is a registered investment company that has its headquarters in Minneapolis, MN. It manages $1 billion in total assets between its 109 accounts, making it one of the larger firms in the nation by assets under management. Of its 109 client accounts, 48% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm has a diverse set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and publication of newsletters. Fees for financial advice usually are based on which services the firm provides the client. However, fees charged by Leuthold Weeden Capital Management most likely consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees

Office Location

150 South Fifth Street Suite 1700
Minneapolis, MN 55402

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Leuthold Weeden Capital Management Brokerage Details

Total Assets Under Management

$1,122,717,610

MN Average: $5,289,111,388
Total Number of Employees

19

MN Average: 157
Total Number of Accounts

109

MN Average: 8,262
Average Account Size

$10,300,162

MN Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

Scott Opsal Work History

Scott has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Leuthold Weeden Capital Management

2011 - 2016 (5 years)

University Of Wisconsin-Whitewater

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Scott Opsal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Leuthold Weeden Capital Management

Jeffrey Huge
Minneapolis, MN
Scott Opsal
Minneapolis, MN
Philip Segner
Minneapolis, MN
Chun Wang
Minneapolis, MN
Greg Swenson
Minneapolis, MN
Douglas Ramsey
Minneapolis, MN
John Mueller
Minneapolis, MN
Jeffrey Leadholm
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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