Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Coogan is a financial professional with over 9 years of experience in the financial services industry. Luke is registered with Columbia Management Investment Advisers, LLC and North Square Investments, LLC. Luke has a strong background in investment advising and is experienced in working with a variety of clients, including high-net-worth individuals, corporations, and investment companies. Luke is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
1
2
MA
07/29/2024 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
IL
12/02/2022 - 07/16/2024
FORESIDE FUND SERVICES, LLC (Chicago IL)
IL
11/14/2019 - 12/31/2022
COMPASS DISTRIBUTORS, LLC (Chicago IL)
IL
05/14/2015 - 06/11/2019
DWS DISTRIBUTORS, INC. (CHICAGO IL)
IL
09/27/2013 - 01/22/2014
NYLIFE SECURITIES LLC (CHICAGO IL)
IA
Issued 07/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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