Samuel
Leidholm
U.S. Bancorp Investments, Inc
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About this Advisor
Samuel Leidholm is a financial advisor based in Bismarck, North Dakota, working with U.S. Bancorp Investments, Inc. Samuel has previously held positions at Snortums Landscape And Design, Century High School, The Pond, Und, Dallmanns Construction, Express Employment Professionals, Scheels, Ashley Furniture, Bank Of North Dakota, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, E*Trade Securities LLC, E*Trade Capital Management LLC, Lpl Financial LLC, U.S. Bancorp Investments, Inc, and Krm Generational Wealth Management. Samuel has passed the Series 66 regulatory exam and is registered to provide services in North Dakota. Currently, Samuel is part of U.S. Bancorp Investments, Inc, which operates out of Bismarck, North Dakota. The firm has 1,644 offices and 2,307 employees. The firm manages assets totaling $15.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at U.S. Bancorp Investments, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
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U.S. Bancorp Investments, Inc Brokerage Details
$15,874,717,608
2,307
60,028
$264,455
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Samuel Leidholm Work History
U.S. Bancorp Investments, Inc
Krm Generational Wealth Management
E*Trade Securities LLC
E*Trade Capital Management LLC
Lpl Financial LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Bank Of North Dakota
Und
Scheels
Ashley Furniture
Dallmanns Construction
Express Employment Professionals
Und
The Pond
Und
Snortums Landscape And Design
Century High School
Snortums Landscape And Design
Century High School
Disclosures
Please visit the SEC profile of Samuel Leidholm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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