Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremiah? Claim Your ProfileJeremiah James Lurken is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC. Jeremiah has been in the financial industry for over 13 years. Jeremiah is registered with the state of Minnesota as an Investment Advisor Representative. Jeremiah is also registered with the state of Nebraska as an Investment Advisor Representative. Prior to joining CliftonLarsonAllen Wealth Advisors, LLC, Jeremiah was an Investment Advisor Representative with U.S. Bancorp Investments, Inc. and MWA Financial Services Inc. Jeremiah is a dedicated professional who is committed to providing his clients with the highest level of service.
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
MN
01/17/2024 - Present
Cliftonlarsonallen Wealth Advisors, LLC (Mankato MN)
MN
04/04/2013 - 11/17/2017
U.S. BANCORP INVESTMENTS, INC. (MANKATO MN)
MN
07/23/2010 - 04/04/2013
MWA FINANCIAL SERVICES INC. (MANKATO MN)
IA
Issued 05/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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