Angela Lueke, financial advisor Louisville KY

Angela Lueke

CRD Number: 2660308
Current Firm: Robert W. Baird & Company Incorporated

Angela Lueke (CRD# 2660308) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Louisville, KY and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird & Company Incorporated Louisville, KY Oct 2019 - Current 4
Jjb Hilliard Wl Lyons LLC Louisville, KY May 2018 - Current 6
J.j.b. Hilliard, W.l. Lyons, Inc. Louisville, KY Aug 1995 - May 2018 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Angela L. Lueke
Phone Number: 414-765-3500
Registered State(s):
  • IN
  • KY
By the Numbers
  • Total Assets Under Management
    287,515
    MILLIONS
  • Total Number of Accounts
    331,500
    ACCOUNTS
  • Average Account Value
    $867,315
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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