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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Gerald Lueck is a Registered Investment Advisor representative currently associated with Savant Wealth Management. Keith Lueck is located in Middleton, Wisconsin. Keith Gerald Lueck has been in the financial services industry since March 2014. Keith Lueck is also registered in Wisconsin. Keith Gerald Lueck has passed the Series 65 exam. Before joining Savant Wealth Management, Keith Gerald Lueck was employed by Filbrandt Investment Advisers and Filbrandt Wealth Management, 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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WI
12/03/2021 - Present
Savant Wealth Management (MIDDLETON WI)
IA
Issued 01/14/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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