PradeepSukhani- Financial Advisor Plymouth, MN

Home > Financial Advisor Directory > minnesota > plymouth

About Pradeep Sukhani

At LifeMAP Wealth Advisors, Pradeep Sukhani offers comprehensive financial services for clients. He believes his reputation thrives on a high-level of customer service and that when clients are truly confident in their financial plan, he has done his job. From seeking growth to planning for your family's future, Pradeep can assist you with your unique needs and financial goals.

Whether you are a veteran of investing or are just starting to manage your portfolio, he can help you work towards your financial goals.

See Disclosures

General Information

Firm Start Year

1922

CRD#

6021361

Firm CRD#

6413

States Licensed in

AZ,CA,CO,CT,FL,GA,IA,IL,IN,KY,MA,MD,MN,MT,NJ,NV,NY,OH,RI,SC,TX,VA,WA,WI

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities

Compliance

Registered Representative

Investment Advisor Representative

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Commissions, Flat Fee, Based on Assets, Hourly

Minimum Fee Charged for Managed Accounts

1.1%

Minimum Fee Charged for Hourly Planning Accounts

$250

Education

Masters in Science - Computer Engineering

Wright State University
09/04/1998 -06/04/2000

MBA -

University of Minnesota
08/06/2007 -06/12/2009

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Pradeep Sukhani

LPL Financial