Luke
Stortzum
Commonwealth Financial Network
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About this Advisor
Luke Stortzum is a financial advisor based in Chicago, Illinois, working with Commonwealth Financial Network. Luke has previously held positions at Edward Jones, Touchpoint Support Services, Sodexo, Cetera Investment Services LLC, First Community Bank And Trust, Cetera Investment Advisers LLC, Commonwealth Financial Networks, and Blueprint Wealth Advisors, LLC. Luke has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Luke is part of Commonwealth Financial Network, which operates out of Chicago, Illinois. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Luke Stortzum Work History
Blueprint Wealth Advisors, LLC
Commonwealth Financial Networks
Commonwealth Financial Networks
Blueprint Wealth Advisors, LLC
Cetera Investment Services LLC
First Community Bank And Trust
Cetera Investment Advisers LLC
Edward Jones
Touchpoint Support Services
Sodexo
Disclosures
Please visit the SEC profile of Luke Stortzum to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Commonwealth Financial Network
Northfield, MA
Keene, NH
New York, NY
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Portland, OR
Old Saybrook, CT
Portland, OR
Ludlow, MA
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