Luke Terry
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Luke Douglas Terry
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FOGUTH WEALTH MANAGEMENT, LLC.
Videos & Posts
This advisor has not added any videos or posts yet.
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FOGUTH WEALTH MANAGEMENT, LLC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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FOGUTH WEALTH MANAGEMENT, LLC.
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Disclosures on record.
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FOGUTH WEALTH MANAGEMENT, LLC.
Years of Experience
27 years in the financial services industry
Current & Past Employments
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FOGUTH WEALTH MANAGEMENT, LLC.
Current Firm
REHMANN CAPITAL ADVISORY GROUP, LLC | REHMANN WEALTH | REHMANN FINANCIAL GROUP, LLC | REHMANN FINANCIAL
Contact Information
Main Address
4086 Legacy Parkway, Lansing, MI 48911-4261Phone Number
(517) 316-2400# of Employees
39SEC notice filing (30 States and Territories)
Registered to provide investment advisory services in 30 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
6,020AUM (Assets Under Management)
$5,271,218,000Similar Advisors
FOGUTH WEALTH MANAGEMENT, LLC.
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.
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FOGUTH WEALTH MANAGEMENT, LLC.
Primary Firm SEC Registration
REHMANN CAPITAL ADVISORY GROUP, LLC | REHMANN WEALTH | REHMANN FINANCIAL GROUP, LLC | REHMANN FINANCIAL
State Registrations and Notice Filings
(2/15/2018)
(2/13/2018)
(3/8/2018)
(2/5/2018)
(1/18/2018)
(4/23/2010)
(1/1/2017)
(2/22/2018)
(1/7/2020)
(5/10/2010)
(1/23/2018)
(1/30/2023)
(11/11/2019)
(1/3/2019)
(12/2/2020)
(6/8/2011)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Oct 1999SRO Registrations
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FOGUTH WEALTH MANAGEMENT, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Luke Terry's CRS (Customer Relationship Summary).
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FOGUTH WEALTH MANAGEMENT, LLC.
