Luke Coogan (CRD# 6200329) is an Investment Advisor Representative working at North Square Investments, LLC in Chicago, IL and has over 8 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Foreside Fund Services, LLC | Chicago, IL | Dec 2022 - Current | 1 |
North Square Investments | Chicago, IL | Jun 2019 - Current | 4 |
Compass Distributors, LLC | Chicago, IL | Nov 2019 - Dec 2022 | 3 |
Deawm Distributors, Inc. | Chicago, IL | May 2015 - Jun 2019 | 4 |
Rreef Management | Chicago, IL | Oct 2014 - Mar 2015 | < 1 |
Starfort Financial | Chicago, IL | Jan 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2015 |
S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- IL
-
Total Assets Under Management1,389MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$115,713,371
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
IL
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