Luke Hanson
Luke Hanson is a registered investment advisor at State Farm Investment Management CORP., based in Carthage, MO, with 1 years of industry experience. Luke is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
1601 S Garrison Ave, Carthage, MO, 64836
Get directionsHistory
Regulatory History (1)
Criminal
December 2014Other Business ActivitiesSells Insurance
Luke is an agent team member at Allen Davis' Insurance Agency, working with State Farm and its affiliates, dedicating about half of his time to servicing customers. He is also a silent partner in Jubel, LLC, a licensed medical marijuana farm, and Hanson Event Co., a faux flower florist for weddings and special occasions, with minimal time commitment to each.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations4 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.
Exams
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