Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Meier is a financial advisor with Ameriprise Financial Services, LLC. Luke has been in the industry since March 26, 2010 and is registered in Minnesota, Texas, and Wisconsin. Luke has extensive experience in the financial services industry and has held various positions with several firms. Prior to joining Ameriprise, Luke worked for Northwestern Mutual Investment Services, LLC, CRI Securities, LLC, and Securian Financial Services, Inc. Luke holds multiple licenses and certifications, including Series 6, 7, 24, 63, and 66. Luke also has a strong reputation in the community and is actively involved in several business and community organizations.
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.
Asset allocation services
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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2
WI
09/28/2015 - Present
Ameriprise Financial Services, LLC (Hudson WI)
WI
08/05/2014 - 07/27/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HUDSON WI)
MN
03/13/2013 - 06/23/2014
CRI SECURITIES, LLC (MINNEAPOLIS MN)
MN
03/13/2013 - 06/23/2014
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
05/11/2010 - 12/18/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/31/2009 - 04/20/2010
CRI SECURITIES, LLC (BAYPORT MN)
MN
08/31/2009 - 04/20/2010
SECURIAN FINANCIAL SERVICES, INC. (BAYPORT MN)
BOTH
Issued 01/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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