LT
Luke Terry
REHMANN WEALTH
LANSING, MI 48911-4261
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CRD#: 4002258
LT
Professional summary
Luke Terry, who also goes by Luke Douglas Terry, is a registered financial advisor currently at REHMANN WEALTH located in Lansing, Michigan and REHMANN FINANCIAL NETWORK, LLC located in Lansing, Michigan.
Luke is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Luke has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 55 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Luke Douglas Terry
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) REHMANN INSURANCE GROUP, LLC 4086 LEGACY PARKWAY, LANSING, MI 48911 - EMPLOYEE THAT SELLS INSURANCE PRODUCTS RELATED TO LIFE, ACCIDENT & HEALTH, AND VARIABLE ANNUITIES. ASSOCIATED 07/31/2009. APPROXIMATELY 8 HRS/MONTH AND LESS THAN 2 HRS/WEEK DURING SECURITIES TRADING HOURS. 3) REHMANN CAPITAL ADVISORY GROUP - INVESTMENT RELATED - 4086 LEGACY PARKWAY, LANSING, MI 48911 - INVESTMENT ADVISER REPRESENTATIVE WHO PROVIDES INVESTMENT ADVICE TO CLIENTS CONCERNING ADVISORY ACCOUNTS. 07/2009 3) REHMANN FINANCIAL NETWORK, LLC POSITION: Registered Rep NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2017 ADDRESS: 4086 Legacy Parkway, Lansing MI 48911; DESCRIPTION: registered rep 4) LANSING REGIONAL CHAMBER OF COMMERCE; POSITION: TREASURER; INVESTMENT RELATED: NO; NUMBER OF HOURS PER MONTH: 5; SECURITIES HOURS PER MONTH: 4; START DATE: 8/1/2021; ADDRESS: 500 E. MICHIGAN AVE, SUITE 200, LANSING, MI 48912; DUTIES: BOARD MEMBER/TREASURER
CRS (Client Relationship Summary) - RIA
Click below to view Luke Terry's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 23, 2010 - Present
REHMANN WEALTH
Office #1: 4086 Legacy Parkway, Lansing, MI 48911-4261RIA
CRD#: 123047
LANSING, MI
Current
January 24, 2017 - Present
REHMANN FINANCIAL NETWORK, LLC
Office #1: 4086 Legacy Parkway, Lansing, MI 48911BD
CRD#: 165027
LANSING, MI
Past
February 26, 2010 - December 31, 2017
OSAIC WEALTH, INC.
BD
CRD#: 23131
LANSING, MI
Past
July 30, 2009 - February 26, 2010
TRIAD ADVISORS LLC
BD
CRD#: 25803
LANSING, MI
Past
August 6, 2003 - July 30, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
LANSING, MI
Past
November 11, 2002 - July 24, 2003
THE CHIMERA GROUP, LLC
BD
CRD#: 116236
CHICAGO, IL
Past
September 16, 1999 - June 26, 2002
PETERS SECURITIES CO., LP
BD
CRD#: 15970
CHICAGO, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RW
REHMANN WEALTH
REHMANN CAPITAL ADVISORY GROUP, LLC | REHMANN WEALTH | REHMANN FINANCIAL GROUP, LLC | REHMANN FINANCIAL
CRD#: 123047 / SEC#: 801-64587
RIA
Registered Investment Advisory firm - (8/16/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/15/2018)
RR
Florida(2/13/2018)
RR
Illinois(3/8/2018)
RR
Indiana(2/5/2018)
RR
Iowa(1/18/2018)
IAR
Michigan(4/23/2010)
RR
Michigan(1/1/2017)
RR
Minnesota(2/22/2018)
RR
Nevada(1/7/2020)
IAR
New Mexico(5/10/2010)
RR
New York(1/23/2018)
RR
North Carolina(1/30/2023)
RR
Oregon(11/11/2019)
RR
Pennsylvania(1/3/2019)
RR
Tennessee(12/2/2020)
IAR
Texas(6/8/2011)
RR
Texas(3/2/2018)
RR
Virginia(1/29/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 10/25/1999
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RW
REHMANN WEALTH
REHMANN CAPITAL ADVISORY GROUP, LLC | REHMANN WEALTH | REHMANN FINANCIAL GROUP, LLC | REHMANN FINANCIAL
CRD#: 123047 / SEC#: 801-64587
RIA
Registered Investment Advisory firm - (8/16/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4086 Legacy Parkway, Lansing, MI 48911-4261
Mailing Address
Phone number
(517) 316-2400
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (30 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,238 |
| AUM (Assets Under Management) | $ 4,270,170,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
REHMANN WEALTH
CRD#: 123047Lansing, MI 48911-4261TRUST BUT VERIFY
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