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Our financial advice team


Terry Leiendecker

Terry Leiendecker

CFP®, ChFC®, CDFA®

Private Wealth Advisor

Founder of
Leiendecker and Associates
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Divorce Financial Planning
  • Social Security Retirement Benefits
  • Saving for Education
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Investment Management
  • Insurance
  • Women's Financial Strategies

Awards & recognition

  • Five Star Wealth Manager, 2021

Qualifications

  • CDFA®; Certified Divorce Financial Analyst®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®

Education

  • BA, Business Administration, Saint John's University, 1984

Previous experience

  • Franchise Field Vice President, Ameriprise Financial Services, Inc., Minneapolis, MN, 2012 - 2019
  • Partner, Thrivent, New Jersey, 2008 - 2012
  • Franchise Consultant and Financial Advisor, Ameriprise Financial Services, Inc., Minneapolis, MN, 1986 - 2008
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