Unclaimed
Luke Barnett is a financial advisor with Global Retirement Partners LLC. Luke Barnett has been in the industry since 2010. Luke Barnett's areas of expertise include financial planning, portfolio management, pension consulting, and selection of other advisors. Luke Barnett specializes in working with individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Luke Barnett is registered in Illinois and Michigan. Luke Barnett has been registered with Global Retirement Partners LLC since 2014. Prior to joining Global Retirement Partners LLC, Luke Barnett was registered with FINANCIAL TELESIS INC, LASALLE ST SECURITIES, L.L.C., and PRINCOR FINANCIAL SERVICES CORPORATION.
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.
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.
1
2
IL
09/18/2014 - Present
Global Retirement Partners LLC (LISLE IL)
IL
03/28/2014 - 09/12/2014
FINANCIAL TELESIS INC (LISLE IL)
IL
09/16/2011 - 03/31/2014
LASALLE ST SECURITIES, L.L.C. (LISLE IL)
IL
10/07/2010 - 09/20/2011
PRINCOR FINANCIAL SERVICES CORPORATION (LISLE IL)
IA
Issued 02/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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