Unclaimed
Luke Strom is a financial advisor with Cetera Investment Advisers LLC and Advisornet Wealth Partners. Luke is a Certified Financial Planner with over 12 years of experience in the financial services industry. Luke focuses on providing financial advice to individuals and businesses. Luke is registered to provide investment advisory services in 24 states.
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.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (WAYZATA MN)
MN
04/20/2016 - 02/20/2019
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
09/28/2011 - 04/19/2016
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
BOTH
Issued 6/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/2/2015
Series 7 - General Securities Representative Examination
BC
Issued 9/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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