Scott Luecke
Scott Luecke is a registered investment advisor at Innovation Partners LLC, based in Schererville, IN, with 25 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Innovation Partners LLC offers managed account programs where clients pay a fee for portfolio management services. The fees are a percentage of the assets managed, with a maximum annual fee of 3%, which is negotiable. The fees are calculated and deducted from the client's account by the custodian, either quarterly or monthly. Clients may also incur transaction and miscellaneous charges.
Location
222 Indianapolis Blvd, Suite 201, Schererville, IN, 46375
Get directionsHistory
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
Scott is a financial advisor at Hammer Financial Group, selling fixed products, providing tax preparation, and offering Medicare supplements, dedicating about 10-20% of his time. He also works as an IAR at Prosperity Capital Advisors, advising on and selling advisory portfolios, which takes nearly full-time hours, and services fixed client contracts at Clarity 2 Prosperity Advisory Group, spending a few hours per week.
Employment History
Current Registrations
Innovation Partners LLC
Innovation Partners LLCBroker
Prosperity Capital Advisors
Previous Registrations
Mercap Securities, LLCBroker
Allied Beacon Partners, INC.Broker
Allied Beacon Wealth Management, LLC
Workman Securities Corporation
Workman Securities CorporationBroker
Berthel, Fisher & Company Financial Services, INC.Broker
Ing Financial Partners, INC.Broker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations9 states
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.