Richard Luckow
Richard Luckow is a registered investment advisor at Advisor Share Wealth Management, LLC, based in Forest Lake, MN, with 25 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning. Their firm serves 963 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Share Wealth Management (ASWM) offers investment management services where they recommend third-party investment managers to handle your portfolio. The fees for this service range from 0.50% to 1.90% of the value of your investments each year. These fees are negotiable and depend on factors like the scope of services, the specific investment managers chosen, and the size of your portfolio. ASWM also offers a technology platform with fees based on an annual fixed fee or an asset-based fee ranging from 0.40% - 0.60%, plus a $30 platform fee per account.
Location
Forest Lake, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard sells fixed insurance products with various companies since 1993, dedicating a few hours per week. He also works as a financial advisor for North Star Resource Group, spending full-time hours providing financial services.
Employment History
Current Registrations
Advisor Share Wealth Management, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Gradient Advisors, LLC
Virtue Capital Management, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Mony Securities CorporationBroker
Financial Network Investment CorporationBroker
Walnut Street Securities, INC.Broker
Pim Financial Services, INC.Broker
Chubb Securities CorporationBroker
Everest Securities, INC.Broker
Gardner Financial Services, INC.Broker
Offerman & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.