LS
CFP
LS
CFP

Luke Strom

14 Years of Experience
Wayzata, MN
BrokerSells Insurance

Luke Strom is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Wayzata, MN, with 14 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

120 Broadway Avenue S, Suite 200, Wayzata, MN, 55391

Get directions

History

Regulatory History
Clean regulatory record

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

Luke sells fixed insurance products including life, health, disability, fixed annuities, and long-term care, and works as a financial advisor for Sterling Retirement Resources and AdvisorNet Wealth Partners, dedicating full-time hours to these advisory roles. He also coaches soccer and acts as a trustee and power of attorney, requiring minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Advisornet Wealth Partners
December 2019 - December 2025 · 6 yrs
Cetera Advisor Networks LLC
March 2019 - June 2023 · 4 yrs 3 mos
Questar Asset Management, INC.
June 2016 - February 2019 · 2 yrs 8 mos
Questar Capital CorporationBroker
April 2016 - February 2019 · 2 yrs 10 mos
Allianz Life Financial Services, LLCBroker
September 2011 - April 2016 · 4 yrs 7 mos
State Registrations27 states
ARAZCACOCTFLIAIDILMAMDMNMOMTNCNDNENHNJNYOHORSDUTWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.