Andrew Lucking, financial advisor Mendota Heights MN

Andrew Lucking

CRD Number: 4734835
Current Firm: Commonwealth Financial Network

Andrew Lucking (CRD# 4734835) is an Investment Advisor Representative working at Commonwealth Financial Network in Mendota Heights, MN and has over 19 years of experience in the finance industry. Andrew Lucking 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.

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Professional Designations
Company Name Location Dates Years
Northstar Financial Partners, LLC Mendota Heights, MN Jul 2020 - Current 3
Commonwealth Financial Network San Diego, CA Jan 2017 - Current 7
Unemployed St. Paul, MN Jul 2016 - Jan 2017 < 1
Vermillion Wealth Management Inc. Vermillion, MN Jan 2016 - Jul 2016 < 1
Cetera Investment Advisers LLC Inver Grove Heights, MN Jan 2014 - Dec 2015 1
Vermillion State Bank Rosemount, MN Sep 2005 - Dec 2015 10
Cetera Investment Services LLC St. Cloud, MN Sep 2005 - Dec 2015 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2004
Contact Info for Andrew M. Lucking
Phone Number: 781-736-0700
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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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