Luke Stortzum is a CFP-designated registered investment advisor, based in Chicago, IL, with 7 years of industry experience.
Location
20 N. Clark Street, Suite 2825, Chicago, IL, 60602
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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 →Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2025 - Present · 6 mos
Merit Financial Advisors
November 2025 - Present · 6 mos
Previous Registrations
Commonwealth Financial Network
March 2022 - November 2025 · 3 yrs 8 mos
Commonwealth Financial NetworkBroker
March 2022 - November 2025 · 3 yrs 8 mos
Cetera Investment Advisers LLC
October 2020 - March 2022 · 1 yr 5 mos
Cetera Investment Services LLCBroker
October 2020 - March 2022 · 1 yr 5 mos
Edward Jones
July 2018 - October 2020 · 2 yrs 3 mos
Edward JonesBroker
June 2018 - October 2020 · 2 yrs 4 mos
State Registrations9 states
CACOFLILINMIMONJOR
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.