Luke Daniel, financial advisor Boulder CO

Luke Daniel

CRD Number: 4280805
Current Firm: Colorado Financial Management LLC

Luke Daniel (CRD# 4280805) is an Investment Advisor Representative working at Colorado Financial Management LLC in Boulder, CO and has over 20 years of experience in the finance industry. Luke Daniel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sargent Bickham Lagudis, LLC Boulder, CO Oct 2007 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2001
S66 NASAA Uniform Combined State Law Examination May 2003
Contact Info for Luke R. Daniel
Phone Number: 303-443-2433
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    1,577
    MILLIONS
  • Total Number of Accounts
    2,762
    ACCOUNTS
  • Average Account Value
    $570,961
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, FL, GA, MN, OK, TX, WA

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