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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Lueke is an investment advisor representative with AE Wealth Management, LLC. Donald has been in the financial services industry for over 25 years. Donald holds the Series 6, Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Donald is also a Certified Financial Planner. Donald provides financial planning, portfolio management, and educational seminars to individuals and businesses. Donald has extensive experience working with high-net-worth individuals, families, and businesses. Donald previously worked with IBN Financial Services, Inc. and NFP Advisor Services, LLC.
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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MO
10/21/2024 - Present
AE Wealth Management, LLC (Kansas City MO)
MO
03/31/2016 - 12/07/2020
IBN FINANCIAL SERVICES, INC. (Kansas City MO)
MO
05/26/2010 - 03/31/2016
NFP ADVISOR SERVICES, LLC (KANSAS CITY MO)
MO
07/22/2004 - 05/27/2010
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (KANSAS CITY MO)
WI
10/07/1999 - 07/21/2004
SII INVESTMENTS, INC. (APPLETON WI)
MA
02/07/1997 - 10/27/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 09/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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