Luke Meier Email & Phone Number
Private Wealth Advisor @ TruCourse Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
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Luke Meier Location
- Hudson, WI, US
Luke Meier Work
- Private Wealth Advisor @ (September 2015 - Present)
- Associate Wealth Management Advisor @ (June 2014 - July 2015)
- Compliance Officer and Registered Principal @ (January 2013 - June 2014)
- Annuity Consultant @ (July 2011 - November 2012)
- Insurance Specialist @ (May 2010 - July 2011)
Luke Meier Education
- University of Wisconsin-River Falls
Bachelor of Science (Business Adminstration - Finance)
2003-2007 - The American College of Financial Services
- New Richmond High School
- College for Financial Planning
CRPC®
Luke Meier Skills
- Leadership
- Microsoft Office
- Personal Finance
- Coaching
- Social Media
- Investments
- Microsoft Excel
- Advisory
- Finance
- Customer Service
- Strategic Planning
- Disability Insurance
- Insurance
- Hockey
- Wealth Management
- Sales
- Life Insurance
- Champs
Luke Meier Summary
- Luke Meier, based in Hudson, WI, US, is currently a Private Wealth Advisor at TruCourse Advisors. Luke Meier brings experience from previous roles at Northwestern Mutual, North Star Resource Group and Ameriprise Financial Services, Inc.. Luke Meier holds a 2003 - 2007 Bachelor of Science in Business Adminstration - Finance @ University of Wisconsin-River Falls. With a robust skill set that includes Leadership, Microsoft Office, Personal Finance, Coaching, Social Media and more. Luke Meier has 2 emails and 1 mobile phone numbers on RocketReach.
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