Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Drexler Luzum is an investment advisor representative at Cliftonlarsonallen Wealth Advisors, LLC. James has been in the industry since May 15, 2024 and is currently registered with FINRA. James is also a Series 79TO and SIE exam holder. James is located at 220 SOUTH 6TH STREET, SUITE 300, MINNEAPOLIS, MN 55402-1418.
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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MN
05/16/2024 - Present
Cliftonlarsonallen Wealth Advisors, LLC (MINNEAPOLIS MN)
BC
Issued 04/09/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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