Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Obholz is a financial advisor currently registered with Nisa Investment Advisors, LLC. Luke is based in ST. LOUIS, MO and has been working in the industry since 2007. Luke has passed several industry exams including the Series 3, Series 7, and Series 87. Prior to Nisa Investment Advisors, LLC, Luke was employed by A. G. EDWARDS & SONS, INC. in ST. LOUIS, MO.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Other appropriate measure of program size
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2
MO
04/14/2016 - Present
Nisa Investment Advisors, LLC (ST. LOUIS MO)
MO
07/19/2007 - 12/03/2007
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 08/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2016
Series 3 - National Commodity Futures Examination
BC
Issued 08/28/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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