Jeffrey C. Leadholm

LEUTHOLD WEEDEN CAPITAL MANAGEMENT

MINNEAPOLIS, MN 55403

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CRD#: 3026967

Professional summary

Jeffrey Chet Leadholm, who also goes by Jeffrey C Leadholm, is a registered financial advisor currently at LEUTHOLD WEEDEN CAPITAL MANAGEMENT located in Minneapolis, Minnesota.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jeffrey has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey C Leadholm

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

THE LEUTHOLD GROUP, LLC ("TLG") (FORMERLY LEUTHOLD WEEDEN CAPITAL MANAGEMENT). LOCATED AT 100 NORTH SIXTH STREET, SUITE 412A, MINNEAPOLIS, MN 55403. THE BUSINESS IS INVESTMENT RELATED. TLG IS A REGISTERED INVESTMENT ADVISOR. THE RELATIONSHIP COMMENCED IN FEBRUARY 1998. MY POSITION IS CO CEO. I DEVOTE APX 160 HOURS PER MONTH, OF WHICH, APX 8 HOURS ARE DURING MARKET HOURS ON TLG RESPONSIBILITIES. MY DUTIES ENTAIL MANAGING A SALES FORCE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Chet Leadholm's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 4, 2013 - Present

LEUTHOLD WEEDEN CAPITAL MANAGEMENT

Office #1: 100 North 6th Street Suite 600a, Minneapolis, MN 55403

RIA

CRD#: 105826

MINNEAPOLIS, MN

Past

May 6, 2003 - December 10, 2015

WEEDEN & CO.L.P.

RIA

CRD#: 16835

MINNEAPOLIS, MN

Past

October 6, 2000 - December 10, 2015

WEEDEN & CO.L.P.

CRD#: 16835

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LEUTHOLD WEEDEN CAPITAL MANAGEMENT

LEUTHOLD WEEDEN CAPITAL MANAGEMENT | THE LEUTHOLD GROUP, LLC | LEUTHOLD WEEDEN HEDGE LLC | LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC

CRD#: 105826 / SEC#: 801-30686

RIA

Registered Investment Advisory firm - (10/16/1987 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(11/4/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/1/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/8/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/10/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/5/2000

General Securities Representative Examination

Current Firm

LEUTHOLD WEEDEN CAPITAL MANAGEMENT

LEUTHOLD WEEDEN CAPITAL MANAGEMENT | THE LEUTHOLD GROUP, LLC | LEUTHOLD WEEDEN HEDGE LLC | LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC

CRD#: 105826 / SEC#: 801-30686

RIA

Registered Investment Advisory firm - (10/16/1987 Approved)

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Contact information

Main Address

100 North 6th Street Suite 600a, Minneapolis, MN 55403

Mailing Address

Phone number

(612) 332-9141

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LEUTHOLD WEEDEN CAPITAL MANAGEMENT PART 2A BROCHURE (11/19/2025)

Regulatory assets under management

Total Number of Accounts	232
AUM (Assets Under Management)	$ 1,082,356,990

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeffrey C. Leadholm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Chet Leadholm's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEEDEN & CO.L.P.

WEEDEN & CO.L.P.

Primary Firm SEC Registration

LEUTHOLD WEEDEN CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 5/1/2003

Series 63

Date: 8/8/2001

SIE

Date: 12/10/2015

Series 7

Date: 10/5/2000

Current Firm

LEUTHOLD WEEDEN CAPITAL MANAGEMENT

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEUTHOLD WEEDEN CAPITAL MANAGEMENT

TRUST BUT VERIFY

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