Unclaimed
Ben Lukens is an investment advisor representative currently registered with Northwestern Mutual Investment Services, LLC, a firm based in Milwaukee, WI. Ben is a licensed agent who has been in the financial industry since 2007. He is also licensed in multiple states and has a wide range of experience in the field. Ben is committed to providing clients with personalized financial guidance and investment advice. He offers clients a variety of financial services, including investment management, financial planning, and insurance. Ben is committed to helping clients achieve their financial goals and build a secure future.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
MO
03/22/2007 - Present
Northwestern Mutual Investment Services, LLC (Clayton MO)
BC
Issued 07/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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