Ricky Lueck, financial advisor Minnetonka MN

Ricky Lueck

CRD 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 24 years of experience in the finance industry.

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Company Name Location Dates Years
The Advocate Group, LLC Minnetonka, MN Dec 2017 - Current 4
Tag Financial Services, Inc. Minnetonka, MN Nov 2011 - Current 10
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
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
Contact Info for Ricky L. Lueck
Phone Number: 952-693-2630
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    588
    MILLIONS
  • Total Number of Accounts
    926
    ACCOUNTS
  • Average Account Value
    $635,191
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, MN, NH, OH, WI

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