Samuel J Leidholm
Investment adviser representative at U.S. Bancorp Advisors, LLC
10 yearsExperience
2 statesRegistered in
$1.8BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. Bancorp Investments, Inc.Sep 2023 to Feb 2026
- Krm Generational Wealth ManagementMar 2023 to Jun 2023
- LPL Financial LLCSep 2021 to Feb 2023
- E*trade Capital Management LLCJul 2021 to Aug 2021
- E*trade Securities LLCJul 2021 to Aug 2021
- Northwestern Mutual Investment Services LLCJun 2020 to May 2021
- Northwestern Mutual Life Insurance CompanyJun 2020 to May 2021
- UndAug 2019 to May 2020
- Bank of North DakotaJun 2019 to Aug 2019
- Ashley FurnitureMay 2018 to May 2019
- ScheelsMar 2018 to Aug 2018
- Express Employment ProfessionalsAug 2017 to Jan 2019
- UndAug 2017 to May 2018
- Dallmanns ConstructionJun 2017 to Jul 2017
- UndAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (ND, TX).
U.S. Bancorp Advisors, LLC
$1.8BAssets managed
3,343Clients
1,161Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7249134
- Firm CRD
- 14455