Ricky LueckCRD Number: 3005127
Current Firm: The Advocate Group, LLC
Ricky Lueck (CRD# 3005127) is an Investment Advisor Representative working at The Advocate Group, LLC in Minnetonka, MN and has over 20 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|The Advocate Group, LLC||Minnetonka, MN||Dec 2017 - Current||< 1|
|Tag Financial Services, Inc.||Minnetonka, MN||Nov 2011 - Current||6|
|The Advocate Group, LLC||Minnetonka, MN||Jun 2013 - Dec 2017||4|
|Linsco Private Ledger||Minneapolis, MN||Jul 2005 - Sep 2015||10|
|The Advocate Group, LLC||Minnetonka, MN||Nov 2011 - May 2013||1|
|The Advocate Group Inc.||Minnetonka, MN||Jul 2002 - Nov 2011||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
Total Assets Under Management338MILLIONS
Total Number of Accounts727ACCOUNTS
Average Account Value$464,563
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, MN, OH, WI
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