Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim W. Luckey has been active in the financial services industry since January 1996. Kim W. Luckey is a registered representative of Eagle Strategies LLC, and holds licenses to sell securities in multiple states, including Illinois, Iowa, Minnesota, New York and Wisconsin. Kim W. Luckey also holds licenses to provide investment advice in Wisconsin. Kim W. Luckey has been registered with Eagle Strategies LLC since January 2017 and is also registered with NYLIFE Securities Inc. Kim W. Luckey specializes in financial planning, pension consulting, educational seminars and portfolio management for individuals. Kim W. Luckey is a Chartered Financial Consultant. Kim W. Luckey also has a background in Insurance Brokering and is appointed with outside carriers for the purpose of brokering non-registered insurance products.
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.
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
01/31/2017 - Present
Eagle Strategies LLC (RICHLAND CENTER WI)
BC
Issued 01/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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