Luke Debenedetto (CRD# 6874549) is an Investment Advisor Representative working at Bluestem Wealth Partners, LLC in Minnetonka, MN and has over 5 years of experience in the finance industry. Luke Debenedetto 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# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bluestem Wealth Partners | Minnetonka, MN | Feb 2023 - Current | 1 |
| Ameriprise Financial Services Inc. | Minneapolis, MN | Oct 2017 - Feb 2023 | 5 |
| Unemployed | Chanhassen, MN | May 2017 - Oct 2017 | < 1 |
| University Of Nebraska Recreation Center | Lincoln, NE | Feb 2016 - May 2017 | 1 |
| University Of Nebraska-lincoln | Lincoln, NE | Aug 2013 - May 2017 | 3 |
| Element Financial | Eden Prairie, MN | May 2016 - Aug 2016 | < 1 |
| Tci Business Capital | Burnsville, MN | May 2015 - Aug 2015 | < 1 |
| Tci Business Capital | Burnsville, MN | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- MN
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Total Assets Under Management811MILLIONS
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Total Number of Accounts7,756ACCOUNTS
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Average Account Value$104,564
- A percentage of assets under your management
- 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)
AZ, CA, CO, FL, IA, IL, MN, NC, NY, TX, WI
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