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Randall Albert Luebke

Lifetime Financial, Inc.

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About Randall Albert Luebke

Randall Luebke is an investment advisor representative at Lifetime Financial, Inc. Randall is a licensed insurance agent for Lifetime Insurance Services where is the owner-self employed since 2011. Randall also is a real estate and mortgage broker for United American Mortgage where is a loan originator since 2011. Randall Luebke has been with Lifetime Paradigm, Inc. since March 2012. Randall Luebke holds a Series 65 license and has been registered as an Investment Advisor Representative since 2012.

Firm Information

Randall Luebke is currently registered with Lifetime Financial, Inc.. Lifetime Financial, Inc. is an investment advisor with 9 investment advisor representatives and 4 licensed agents. They manage approximately $42.70 million in regulatory assets for 237 clients. The firm provides portfolio management for individuals and selection of other advisors. They primarily serve high net worth individuals and individuals other than high net worth.

$42.70M

Assets Under Management

Not reported

Total Clients

8

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Acts as a solicitor

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Randall Luebke’s Registration & Firm History

CA

01/05/2024 - Present

Lifetime Financial, Inc. (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 10/26/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Randall Albert Luebke.
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