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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Luckow is an investment advisor representative with Advisor Share Wealth Management. Richard has been in the industry for over 30 years and has a wide range of experience. He has a Series 7, Series 63, and Series 65 license and has held positions at several firms, including Lincoln Financial Advisors Corporation and Park Avenue Securities LLC. Richard is a dedicated financial professional who specializes in providing financial planning, portfolio management, and pension consulting services to 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.
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.
Comprehensive asset management platform provider
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.
Investment platform fees
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2
MN
06/02/2023 - Present
Advisor Share Wealth Management (Forest Lake MN)
MN
06/17/2009 - 03/07/2014
PARK AVENUE SECURITIES LLC (MINNEAPOLIS MN)
MN
04/27/1999 - 04/02/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (FOREST LAKE MN)
IN
04/27/1999 - 04/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
03/25/1998 - 05/27/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
CA
11/17/1997 - 03/25/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
08/07/1996 - 11/26/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
02/27/1995 - 03/04/1996
PIM FINANCIAL SERVICES, INC. (SAN MARCOS CA)
IN
08/09/1993 - 03/01/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NA
05/26/1992 - 07/02/1992
EVEREST SECURITIES, INC.
MN
09/13/1989 - 12/12/1990
GARDNER FINANCIAL SERVICES, INC. (ST. LOUIS PARK MN)
MN
10/19/1988 - 12/17/1988
OFFERMAN & CO., INC. (MINNEAPOLIS MN)
IA
Issued 05/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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