Trudy Leen, financial advisor Priest River ID

Trudy Leen

CRD Number: 2235644
Current Firm: Northwestern Mutual Investment Services,llc

Trudy Leen (CRD# 2235644) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Priest River, ID and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Luke Madsen Spokane, WA Oct 2022 - Current 1
Kevin Kent Spokane, WA Oct 2022 - Current 1
Keith Foe Spokane, WA Oct 2022 - Current 1
Northwestern Mutual Investment Services, LLC Spokane, WA Oct 2022 - Current 1
Lpl Financial LLC Sandpoint, ID Nov 2017 - Sep 2022 4
National Planning Corporation Sandpoint, ID Mar 2016 - Nov 2017 1
Cetera Investment Services LLC St Cloud, MN Mar 2015 - Mar 2016 1
Cetera Investment Advisers LLC Sandpoint, ID Mar 2015 - Mar 2016 1
Columbia Bank Sandpoint, ID Nov 2014 - Mar 2016 1
Lpl Financial, LLC Sandpoint, ID May 2004 - Mar 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1992
S65 NASAA Investment Advisors Law Examination Jul 1999
Contact Info for Trudy L. Leen
Phone Number: 866-950-4644
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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