Paul Edward Leapaldt

Employer firm

Thrivent Advisor Network, LLC CRD 304569

$6.84B regulatory AUM 800 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2002 → 02/2021
  Thrivent Financial For Lutherans
  Appleton, WI
• 07/2002 → 02/2021
  Thrivent Investment Management Inc
  Bend, OR
• 02/2021 → Present
  Thrivent Advisor Network, Llc Dba M25 Advisors
  Bend, OR
• 03/2021 → 07/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 08/2024 → Present
  Thrivent Investment Management Inc
  Minneapolis, MN

Previous Registrations

• 2003-11-10 → 2021-03-17
  Thrivent Investment Management Inc.
  Bend, OR
  Bend, OR

Other Businesses

FIXED INSURANCE POSITION: Agent NATURE: Selling/servicing fixed insurance contracts INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2021 ADDRESS: 2445 NE Division St, Suite 100, Bend OR 97703, United States DESCRIPTION: Selling/servicing fixed insurance contracts THRIVENT ADVISOR NETWORK, LLC DBA M25 ADVISORS POSITION: Financial Consultant NATURE: Affiliated retail investment advisory firm. INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 03/01/2021 ADDRESS: 2445 NE Division St, Suite 100, Bend OR 97703, United States DESCRIPTION: Provide investment advisory services to retail clients. THE TRINITY FOUNDATION COMMITTEE POSITION: Chairman NATURE: Charitable or Non-Profit Organization The foundation's purpose is to receive assets via donation, provide oversight of the management of investment assets in accordance with foundation bylaws, and distribute funding for scholarships, staff development, property improvements, ministries and missions. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/06/2023 ADDRESS: 2550 NE Butler Market Rd, Bend OR 97701, United States DESCRIPTION: Preside at quarterly meetings of the foundation committee. As a committee member, the chairman will assist in receiving assets via donation, providing oversight to the management of investment assets in accordance with foundation bylaws and distributing funds for scholarships, staff development, property improvements, ministries and missions.

Exams

• S66 Uniform Combined State Law Examination
  2003-11-01
• S63 Uniform Securities Agent State Law Examination
  1990-07-13