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Philip D. Segner

LEUTHOLD WEEDEN CAPITAL MANAGEMENT
MINNEAPOLIS, MN 55403
Some features on this profile are disabled
CRD#: 6912014
PS

Professional summary

Philip Donald Segner is a registered financial advisor currently at LEUTHOLD WEEDEN CAPITAL MANAGEMENT located in Minneapolis, Minnesota.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Philip has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Donald Segner'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

February 13, 2018 - Present

LEUTHOLD WEEDEN CAPITAL MANAGEMENT

Office #1: 100 North 6th Street Suite 600a, Minneapolis, MN 55403
RIA
CRD#: 105826
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".
LW
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
(2/13/2018)

Exams

Current Firm

LW
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
17

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts232
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.

Company Information

LEUTHOLD WEEDEN CAPITAL MANAGEMENT

CRD#: 105826Minneapolis, MN 55403

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