Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Bakker is a financial advisor with U.S. Bancorp Investments, Inc. based in Saint Paul, Minnesota. Luke has been in the financial services industry since 2019. He holds the Series 7, Series 63, and Series 65 licenses and specializes in providing financial planning and investment advice. Luke's prior experience includes working at J.P. Morgan Securities LLC and Wells Fargo Clearing Services, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
11/08/2024 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
MN
04/25/2022 - 04/27/2024
J.P. MORGAN SECURITIES LLC (Brooklyn Park MN)
MN
06/02/2021 - 04/11/2022
U.S. BANCORP INVESTMENTS, INC. (WAYZATA MN)
MN
03/11/2019 - 04/20/2021
WELLS FARGO CLEARING SERVICES, LLC (MONTICELLO MN)
IA
Issued 05/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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