wiseradvisor


Pradeep Sukhani
LPL Financial

Tel: 763-257-9796
Two Carlson Pkwy N, Suite 165
Plymouth, MN 55447
LPL Financial | Financial Advisor in Plymouth ,MN


About Pradeep Sukhani

Pradeep lives in Minnetonka, a Minneapolis suburb with his wife, Geeta and their two kids. Pradeep is a pretty social person and is highly engaged with the community. He believes that serving has truly enriched his life. He loves to travel around the world to experience different cultures, languages, food and to make friends. He also likes to read, to play chess/tennis, to listen music and to watch movies.

Pradeep brings 9 years of experience as a financial/wealth advisor. Prior to LPL Financial, Pradeep worked with Waddell & Reed Inc. Before becoming a financial advisor, he was a financial planning & analysis manager at the corporate level for Carlson Wagonlit. Prior to that, he worked as a financial analysis manager for Ecolab and as a senior engineer for Motorola. Pradeep has an MBA from University of MN (Carlson School) and a MS (Computer Engineering) from Wright State University, OH. He also has Series 7 and Series 66 licenses held with LPL Financial and is registered to sell securities in the states of Minnesota as well as several other states. He is also an insurance agent licensed in several states.


About LPL Financial

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

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General Information

Firm Start Year:   1922
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
Number of Years with Current Firm:   1
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:   Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management

Services

Investment Types:   Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Stocks, Bonds
Can meet clients in the following ways:   Phone, Our Office, Email, Your Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Variable Annuity, Long Term Care, Variable Life, Life

Compensation and Fees

Compensation Methods:   Based on Assets, Hourly, Flat Fee, Commissions
Minimum Fee Charged for Managed Accounts:   1.1%
Minimum Fee Charged for Hourly Planning Accounts:   $250

Education

MBA   University of Minnesota  - Minneapolis
08/06/2007-06/12/2009
Masters in Science  - Computer Engineering   Wright State University  - Dayton, OH
09/04/1998-06/04/2000

Financial Services

Portfolio Management

We utilize Riskalyze, a cutting edge technology that identifies your acceptable levels of risk and reward to make investment recommendations to help ensure that your portfolios are allocated to pursue investment goals and expectations. To begin with, we will first evaluate your sensitivity to risk, understand investment time horizon and then even analyze your current portfolio before making recommendations based on your unique goals and objectives.

Retirement Planning

We help clients understand and quantify their retirement needs. Then we create a plan that aims to grow your assets and be able to provide a successful retirement.

401K Rollovers

We educate clients on the pros and cons of moving their 401(k) assets to a rollover IRA.

Education Funding and Planning

We help clients prepare for the costs of their children's education through the utilization of 529 investment accounts. These allow an avenue to prepare and fund current/future educational needs.

Risk Management

We also review your other risks, such as life / disability / long-term care coverage in an effort to help ensure you have adequate asset risk management strategies in place so the unexpected does not put your future in a jeopardy.

Financial Planning for Individuals

We specialize in personal individualized financial plans for all unique client situations. We provide a thorough analysis of your goals & objectives to help achieve financial success.

Insurance Planning

Navigating financial difficulties due to unexpected life challenges is something we prepare for. We evaluate all life insurance needs to help in these tough situations.

Annuities

We provide knowledge on both fixed, indexed & variable annuities. Questions like which carrier / product to choose or how much to invest in is what we will help with.

Estate Planning & Trusts

We educate clients on the importance of wills and trusts, and making charitable donations for estate planning.

Wealth Management

We incorporate asset allocation, investment research, and estate planning in developing a holistic plan that focuses on the potential for accumulation as well as preservation. Tax strategies may include deduction planning, investment tax planning, year-end strategies such as income deferral. Investment research focuses on investment risk and risk/return trade-off. Estate planning may involve smooth transition and wealth transfer as per your wishes while attempting to minimize potential taxes.


Disclosures

WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor 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

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


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