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Luke Raymond Goerdt

Charles Schwab & CO., Inc.

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About Luke Raymond Goerdt

Luke Goerdt is a registered representative with Charles Schwab & CO., Inc. in Lone Tree, CO. Luke has been in the financial services industry since 2008 and holds Series 6, 7, 63 and 66 licenses. Before joining Charles Schwab & CO., Inc., Luke worked at FDX Capital LLC and Jackson National Life Distributors LLC. Luke specializes in providing financial planning advice and offering a wrap fee program to clients.

Firm Information

Luke Goerdt is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Luke Goerdt’s Registration & Firm History

CO

06/24/2019 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

CO

08/23/2018 - 05/01/2019

FDX CAPITAL LLC (Greenwood Village CO)

CO

09/26/2007 - 06/08/2018

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

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Licenses & Designations

BOTH

Issued 06/24/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/04/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2018

Series 7 - General Securities Representative Examination

BC

Issued 09/25/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Luke Raymond Goerdt.
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