Luke Meier (CRD# 5239379) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hudson, WI and has over 14 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 2773901
Edward Jones
CRD# 5609846
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Hudson, WI | Sep 2015 - Current | 8 |
Northwestern Mutual Investment Services, LLC | Hudson, WI | Jan 2015 - Sep 2015 | < 1 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Sep 2014 - Sep 2015 | 1 |
Michael Leverty | Hudson, WI | Jul 2014 - Sep 2015 | 1 |
Northwestern Mutual Investment Services LLC | Hudson, WI | Jul 2014 - Sep 2015 | 1 |
Cri Securities, LLC | St Paul, MN | Mar 2013 - Jun 2014 | 1 |
Securian Financial Services, Inc. | St Paul, MN | Feb 2013 - Jun 2014 | 1 |
North Star Consultants, Inc. | Minneapolis, MN | Feb 2013 - Jun 2014 | 1 |
North Star Resource Group | Minneapolis, MN | Feb 2013 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2009 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
- MN
- TX
- WI
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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