Luke Berge (CRD# 7349014) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Edina, MN and has 1 year of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Purshe Kaplan Sterling Investments | Albany, NY | Mar 2023 - Current | 1 |
Thrivent Advisor Network, Llc Dba Parable Wealth Partners | Edina, MN | Jul 2021 - Current | 2 |
Baylor University | Waco, TX | Aug 2019 - May 2022 | 2 |
Thrivent Advisor Network, LLC | Minneapolis, MN | Jun 2021 - Nov 2021 | < 1 |
Baylor University | Waco, TX | Jul 2019 - May 2021 | 1 |
Uncommon Sports Group | St. Louis Park, MN | May 2020 - Jul 2020 | < 1 |
Edina Senior High School | Edina, MN | Sep 2015 - Jun 2019 | 3 |
City Of Edina | Edina, MN | Oct 2018 - Mar 2019 | < 1 |
Valley View Middle School | Edina, MN | Sep 2012 - Jun 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
S63 | Uniform Securities State Law Examination | Nov 2022 |
- MN
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Total Assets Under Management6,164MILLIONS
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Total Number of Accounts28,513ACCOUNTS
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Average Account Value$216,175
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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