Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lukas? Claim Your ProfileLukas Andrew Georgeff is a financial advisor at Foster Group, Inc., which is based in West Des Moines, Iowa. Lukas has been working in the financial industry since 2015 and holds a Series 65 license. He is a registered investment advisor in the state of Iowa. Lukas has experience in financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Lukas has worked with various clients such as individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and irrevocable trusts.
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.
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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IA
11/14/2022 - Present
Foster Group, Inc. (WEST DES MOINES IA)
IA
Issued 11/12/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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