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Luke Berge

Thrivent Advisor Network, LLC

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About Luke Berge

Luke Berge is a financial advisor in Edina, MN with Thrivent Advisor Network, LLC. Luke is registered to provide investment advice in Minnesota. Luke has been in the industry since 2022. Luke also provides insurance services in the state of Minnesota. Luke previously worked at Purshe Kaplan Sterling Investments in Edina, MN. Luke holds the Series 63, Series 65, Series 7TO, and SIE licenses.

Firm Information

Luke Berge is currently registered with Thrivent Advisor Network, LLC. Thrivent Advisor Network, LLC is an investment advisor based in Minneapolis, Minnesota. The firm has 120 licensed agents, 164 investment advisor representatives, and 96 registered representatives. They manage approximately $6.16 billion in regulatory assets under management. Thrivent Advisor Network, LLC provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
Thrivent Advisor Network, LLC

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$6.16B

Assets Under Management

1,300

Total Clients

129

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Luke Berge’s Registration & Firm History

MN

09/21/2022 - Present

Thrivent Advisor Network, LLC (Edina MN)

MN

04/04/2023 - 08/02/2024

PURSHE KAPLAN STERLING INVESTMENTS (Edina MN)

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Licenses & Designations

BC

Issued 11/17/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/06/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/04/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luke Berge.
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