Richard
Luckow
Advisor Share Wealth Management
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About this Advisor
Richard Luckow is a financial advisor based in Forest Lake, Minnesota, working with Advisor Share Wealth Management. Richard has previously held positions as a Self-Employed Insurance Agent and at Wings Financial Credit Union, Allstate Insurance, Virtue Capital Management, LLC, and Gradient Advisors LLC. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Richard is part of Advisor Share Wealth Management, which operates out of Forest Lake, Minnesota. The firm has 21 offices and 24 employees. The firm manages assets totaling $48.0 million and serves high-net-worth clients. 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, and other services. The fee structure at Advisor Share Wealth Management includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Advisor Share Wealth Management Brokerage Details
$48,003,023
24
207
$231,899
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
- Other
Richard Luckow Work History
Gradient Advisors LLC
Self-Employed Insurane Agent
Virtue Capital Management, LLC
Allstate Insurance
Wings Financial Credit Union
Disclosures
Please visit the SEC profile of Richard Luckow 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 Advisor Share Wealth Management
Conyers, GA
Graryslake, IL
Bellevue, WA
Fort Wayne, IN
Bellevue, WA
Port Angeles, WA
Las Vegas, NV
Grayslake, IL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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