Unclaimed
David Luetkemeyer is a financial advisor associated with Ameriprise Financial Services, LLC. David has been in the financial services industry since 1988 and has a wide range of experience, including working with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. David's specializations include retirement planning, college savings, insurance, investment strategies, and estate planning. David is committed to providing personalized financial advice and services to his clients.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
MO
05/10/2022 - Present
Ameriprise Financial Services, LLC (Springfield MO)
MO
05/13/2010 - 05/12/2022
WELLS FARGO CLEARING SERVICES, LLC (SPRINGFIELD MO)
MO
06/01/2009 - 05/25/2010
MORGAN STANLEY SMITH BARNEY (SPRINGFIELD MO)
MO
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SPRINGFIELD MO)
MO
11/21/2006 - 04/02/2007
MORGAN STANLEY DW INC. (SPRINGFIELD MO)
MO
10/25/1999 - 11/28/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MO)
MO
07/18/1995 - 09/09/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NE
08/29/1991 - 07/10/1995
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
09/20/1988 - 08/23/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/20/1988 - 08/23/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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