Luke Ripienski (CRD# 4563278) is an Investment Advisor Representative working at Prosperity Capital Advisors in Woodbury, MN and has over 21 years of experience in the finance industry. Luke Ripienski 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# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| C2p Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westalke, OH | Oct 2022 - Current | 1 |
| Valor Capital Management LLC | Westlake, OH | Oct 2022 - Mar 2024 | 1 |
| Principal Life Insurance Company | Lake Elmo, MN | May 2018 - Oct 2022 | 4 |
| Principal Securities, Inc. | Lake Elmo, MN | May 2018 - Oct 2022 | 4 |
| Unemployed | Woodbury, MN | Nov 2017 - Mar 2018 | < 1 |
| Mml Investors Services, LLC | Minnetonka, MN | Jul 2016 - Oct 2017 | 1 |
| Metlife Securities, Inc. | Minnetonka, MN | Oct 2008 - Jun 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- MN
- OH
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Total Assets Under Management2,245MILLIONS
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Total Number of Accounts9,396ACCOUNTS
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Average Account Value$238,964
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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