Unclaimed
Luke Maddox is a financial advisor with Cetera Investment Advisers LLC. Luke is based in Omaha, Nebraska, and has been in the financial industry since 2017. Luke has a Series 66 license and holds the Certified Financial Planner designation. Luke works with individuals, families, and businesses in the Omaha, Nebraska area, and also provides financial planning and investment advice. Luke has experience working with clients of all ages and income levels and specializes in providing financial advice to individuals and families in the areas of retirement planning, college savings, and estate planning.
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.
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
NE
08/10/2023 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NE
03/31/2017 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 4/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/31/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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