Luke Keene (CRD# 5366528) is an Investment Advisor Representative working at Leverty Financial Group, LLC in Hudson, WI and has over 16 years of experience in the finance industry. Luke Keene 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.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2773901
Edward Jones
CRD# 1246048
Thrivent Advisor Network, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lfg Risk Services LLC | Hudson, WI | Sep 2021 - Current | 2 |
| Leverty Financial Group, LLC | Hudson, WI | Sep 2020 - Current | 3 |
| Leverty And Associates | Hudson, WI | Jan 2015 - Dec 2020 | 5 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Oct 2009 - Sep 2020 | 10 |
| Northwestern Mutual Investment Services, LLC | Hudson, WI | Sep 2009 - Sep 2020 | 11 |
| Northwestern Mutual Investment Services, LLC | Hudson, WI | Nov 2007 - Sep 2020 | 12 |
| Michael T. Leverty | Hudson, WI | Aug 2009 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2007 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2009 |
- MN
- WI
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Total Assets Under Management481MILLIONS
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Total Number of Accounts2,139ACCOUNTS
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Average Account Value$224,991
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, MN, WI
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