linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Luke Edward Kaiser

ST. Bernard Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Luke? Claim Your Profile

About Luke Edward Kaiser

Luke Kaiser is a financial advisor registered with St. Bernard Financial Services, Inc. Luke has over 30 years of experience in the financial industry. Luke is Series 6, Series 22, and Series 63 licensed. Luke specializes in providing financial advice to individuals and businesses. Luke is also a Registered Representative of FINRA.

Firm Information

Luke Kaiser is currently registered with ST. Bernard Financial Services, Inc.. ST. Bernard Financial Services, Inc. is a Corporation that was formed on March 24, 1994, and is headquartered in RUSSELLVILLE, AR. The firm provides investment advisory services to individuals and businesses. They specialize in portfolio management and offer educational seminars. They are registered with the SEC and in 46 states. ST. Bernard Financial Services, Inc. manages approximately $130,472,570 in regulatory assets for 841 clients.
ST. Bernard Financial Services, Inc.

1609 WEST MAIN ST

RUSSELLVILLE, AR 72801

$130.47M

Assets Under Management

Not reported

Total Clients

96

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.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Luke Kaiser’s Registration & Firm History

AR

10/06/2017 - Present

ST. Bernard Financial Services, Inc. (RUSSELLVILLE AR)

IL

06/09/2017 - 10/25/2017

CABOT LODGE SECURITIES LLC (SCHAUMBURG IL)

OK

10/13/2005 - 07/07/2017

WILBANKS SECURITIES, INC. (OKLAHOMA CITY OK)

CA

11/01/1985 - 11/03/2005

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NA

06/10/1986 - 01/14/1987

GENERAL AMERICAN LIFE INSURANCE COMPANY

Not sure if Luke Edward Kaiser is right for you?

Licenses & Designations

BC

Issued 01/04/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/1986

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 10/31/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luke Edward Kaiser.
Not sure if Luke Edward Kaiser is right for you?