Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Luebke is a financial advisor with Cetera Investment Advisers LLC. David has been in the financial services industry since 1982. David holds Series 7, Series 24, Series 63 and Series 65 licenses. David has worked with a number of firms over his career, including Summit Brokerage Services, Inc., J.P. Turner & Company, L.L.C., and Schneider Securities, Inc. David is registered in Arizona, California, Colorado, Florida, Illinois, Minnesota, New York, Texas, Washington, Wisconsin, and Wyoming.
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.
A percentage of the total value of assets under management is charged.
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2
CO
02/16/2023 - Present
Cetera Investment Advisers LLC (COLORADO SPRINGS CO)
CO
09/11/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (Colorado Springs CO)
CO
09/30/2002 - 12/04/2015
J.P. TURNER & COMPANY, L.L.C. (COLORADO SPRINGS CO)
CO
06/08/2001 - 09/30/2002
SCHNEIDER SECURITIES, INC. (DENVER CO)
CT
12/19/2000 - 09/25/2001
AUERBACH, POLLAK & RICHARDSON INC. (STAMFORD CT)
CO
06/22/1984 - 12/19/2000
AMERICAN FRONTEER FINANCIAL CORPORATION (DENVER CO)
NA
06/28/1983 - 06/06/1984
FIRST FINANCIAL SECURITIES, INC.
NA
03/02/1982 - 06/23/1983
BLINDER, ROBINSON & CO.,INC.
IA
Issued 7/3/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/17/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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