Mark LuckenbachCRD Number: 6110127
Current Firm: Slw Retirement Plan Advisors
Mark Luckenbach (CRD# 6110127) is an Investment Advisor Representative working at Slw Retirement Plan Advisors in Lafayette, CA and has over 4 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|M Holdings Securities, Inc.||Portland, OR||Mar 2014 - Current||3|
|Sitmann Lavis White, LLC||Lafayette, CA||Mar 2014 - Current||3|
|Alan Fong Insurance Services||Emeryville, CA||Feb 2013 - Jan 2014||< 1|
|Sitzmann Morris & Lavis||Oakland, CA||Feb 2012 - Feb 2013||1|
|Liberty Benefit Insurance Services||San Jose, CA||Apr 2008 - Feb 2012||3|
|Cohn Reid O'neill Insurance Services, Inc.||Burlingame, CA||Nov 2000 - Mar 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S65||NASAA Investment Advisors Law Examination||Apr 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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)
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.