Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke James Schumer is a financial advisor with Ameriprise Financial Services, LLC. Luke has been in the financial services industry since 2007 and holds a Series 7, Series 63, and SIE license. Luke is also a Certified Financial Planner. Luke has experience working with individuals, high-net-worth individuals, trusts, estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and state and municipal government entities. Luke can provide asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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.
1
2
MN
04/13/2007 - Present
Ameriprise Financial Services, LLC (Baxter MN)
BC
Issued 02/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Luke Schumer is the right advisor for you? Invested Better is here to help.
