Luke
Gerald
Edelman Financial Engines
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About this Advisor
Luke Gerald is a financial advisor based in Austin, Texas, working with Edelman Financial Engines. Luke has previously held positions at Wier Private Practice, Byline Bank, New York Life Insurance Company, Nylife Securities, Fifth Third Securities, Chad Mcquade, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, and Edelman Financial Engines. Luke has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Luke is part of Edelman Financial Engines, which operates out of Austin, Texas. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 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 Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
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Fee Structure
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
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 Gerald Work History
Edelman Financial Engines
Chad Mcquade
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Fifth Third Securities
New York Life Insurance Company
Nylife Securities
Byline Bank
Wier Private Practice
Student
Student
Disclosures
Please visit the SEC profile of Luke Gerald 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 Edelman Financial Engines
Tafton, PA
Ashburn, VA
Los Angeles, CA
Columbus, OH
Spokane Valley, WA
Lynnwood, WA
Fort Worth, TX
Clifton Park, NY
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
