Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Bertke is a registered Investment Advisor Representative. Luke has been in the financial industry since 2013. Luke works for Brookstone Capital Management LLC and is currently registered to provide investment advisory services in Ohio, South Carolina and Texas. Luke is a licensed insurance agent, holds a Series 65 license, and has a background in financial services. Luke has experience with financial planning for both individuals and businesses.
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.
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
OH
10/29/2021 - Present
Brookstone Capital Management LLC (Sidney OH)
IA
Issued 08/17/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Luke Bertke is the right advisor for you? Invested Better is here to help.
