Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Vandermillen is a financial advisor with Mariner Wealth, located in Lake Forest, CA. Luke has been in the industry since January 1992 and holds licenses in California and Iowa. He is a Series 6, 7, 24, and 63 licensed professional. Luke has experience working with individuals, families, businesses, and institutions. His specializations include financial planning, investment management, retirement planning, and estate planning.
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.
Family office 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
CA
01/08/2024 - Present
Mariner Wealth (Lake Forest CA)
IA
04/14/2023 - 10/17/2023
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
IA
01/29/1992 - 10/17/2023
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
BC
Issued 01/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Luke Vandermillen is the right advisor for you? Invested Better is here to help.
