Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Louison is a financial professional with over 7 years of experience in the financial services industry. Luke has worked at Packerland Brokerage Services, Inc. since 2017. Luke is registered in Arizona, Colorado, Illinois, Minnesota and Wisconsin. Luke is a Series 6 and Series 63 licensed representative and holds the SIE designation. Luke is a financial advisor for individuals and small businesses. Luke specializes in financial planning, portfolio management, and educational seminars. Luke is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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
WI
08/22/2017 - Present
Packerland Brokerage Services, Inc. (Oconomowoc WI)
MN
11/02/2010 - 08/03/2017
FORESTERS FINANCIAL SERVICES, INC. (EDINA MN)
BC
Issued 11/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Luke Louison is the right advisor for you? Invested Better is here to help.
