Luke Michael Schwarz
Investment adviser representative at Ameriprise Financial Services, LLC
12 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Ameriprise Financial Services, LLCJan 2022 to now
- UnemployedSep 2021 to Dec 2021
- Ameriprise Tvz Wealth AdvisorsMay 2021 to Aug 2021
- UnemployedSep 2020 to Apr 2021
- Custom View ContractingMay 2019 to Aug 2020
- UnemployedSep 2018 to Apr 2019
- Evolve PrintsApr 2018 to Aug 2018
- Quanex Building SuppliesJun 2017 to Aug 2017
- Haggs Tree FarmNov 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7391787
- Firm CRD
- 6363