Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Kulczyk Suminski is a registered Investment Advisor Representative at AE Wealth Management, LLC. Luke has over 9 years of experience in the financial services industry. Luke is registered in the state of Michigan. Luke is licensed to sell insurance and has worked with a variety of financial institutions in the past. Luke has experience working with individuals, businesses, and pension and profit-sharing plans.
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.
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MI
08/01/2023 - Present
AE Wealth Management, LLC (Freeland MI)
MI
04/01/2019 - 10/07/2022
OPPENHEIMER & CO. INC. (FRANKENMUTH MI)
MI
03/17/2014 - 04/02/2019
THRIVENT INVESTMENT MANAGEMENT INC. (FRANKENMUTH MI)
BOTH
Issued 07/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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