Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Meseck is a financial advisor registered with ON Investment Management Co. Luke has been in the financial services industry for over 15 years. He is a registered representative in Colorado, Iowa, Maryland and Minnesota. Luke's experience includes working with individuals, families, businesses, and retirement plans. He specializes in financial planning, investment management and portfolio management. Luke holds a Series 7, Series 6, Series 63, Series 66, and Series 26 licenses. He is also a member of the Financial Industry Regulatory Authority (FINRA).
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
IA
09/25/2024 - Present
ON Investment Management Co. (Des Moines IA)
IA
02/22/2008 - 10/01/2013
PFS INVESTMENTS INC. (URBANDALE IA)
BOTH
Issued 01/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/28/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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