Luke Suminski (CRD# 6271227) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Freeland, MI and has over 10 years of experience in the finance industry.
CRD# 1031068
Cwm, LLC
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 3160022
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcintosh And Associates Financial, LLC | Freeland, MI | Aug 2023 - Current | < 1 |
| Ae Wealth Management, LLC | Topeka, KS | Aug 2023 - Current | < 1 |
| Mcintosh & Associates, Inc. | Freeland, MI | Oct 2022 - Current | 1 |
| Oppenheimer & Co | Frankenmuth, MI | Apr 2019 - Oct 2022 | 3 |
| Thrivent Financial | Appleton, WI | Jul 2014 - Apr 2019 | 4 |
| Thrivent Investment Management Inc. | Frankenmuth, MI | Feb 2014 - Apr 2019 | 5 |
| Thrivent Financial | Appleton, WI | Mar 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- MI
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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