Kim Luckey (CRD# 2702064) is an Investment Advisor Representative working at Eagle Strategies LLC in Richland Center, WI and has over 28 years of experience in the finance industry.
CRD# 6198218
Edward Jones
CRD# 7034105
Thrivent Investment Management Inc.
CRD# 6520439
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prosper Financial Strategies, LLC | Richland Center, WI | Apr 2024 - Current | < 1 |
| Eagle Strategies LLC | Richland Center, WI | Jan 2017 - Current | 7 |
| Nylife Securities Inc. | Richland Center, WI | Jan 1996 - Current | 28 |
| New York Life Insurance Company | Richland Center, WI | Dec 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1996 |
- WI
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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