Unclaimed
Brian Luedke is a financial advisor with Commonwealth Financial Network, a firm with over 2950 registered representatives and over $177 billion in regulatory assets under management. Brian has been in the industry since 1996 and specializes in providing a range of services including financial planning, portfolio management, and educational seminars. Brian is a Chartered Financial Consultant, a designation that shows a commitment to continuing education and professional development. Brian is registered to conduct business in 15 states, including Illinois, Arizona, Arkansas, Florida, Georgia, Indiana, Kentucky, Maine, Michigan, Ohio, Pennsylvania, Tennessee, Texas, and Wisconsin. Brian has a strong track record of success in helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
03/31/2023 - Present
Commonwealth Financial Network (McHenry IL)
IL
09/30/1996 - 03/31/2023
THRIVENT INVESTMENT MANAGEMENT INC. (MCHENRY IL)
BOTH
Issued 08/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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