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Luke Evan Abrameit

CRD# 5343681·Registered 2007 - 2014
Previously Registered: Being a previously registered professional could mean that Luke is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Luke Evan Abrameit was a registered financial advisor. Luke was a previously registered financial professional and started their career in finance 2007 - 2014. Luke had worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

19 years in the financial services industry

Current & Past Employments

USAA FINANCIAL PLANNING SERVICES·CRD# 106352
RIA
San Antonio, TX
April 12, 2013 - February 28, 2014
USAA INVESTMENT SERVICES COMPANY·CRD# 5475
RIA
San Antonio, TX
May 14, 2009 - April 16, 2013
USAA INVESTMENT SERVICES COMPANY·CRD# 5475
BD
San Antonio, TX
October 5, 2007 - December 31, 2007
USAA FINANCIAL ADVISORS, INC.·CRD# 129035
BD
San Antonio, TX
October 5, 2007 - February 28, 2014
GUARANTY BROKERAGE SERVICES, INC.·CRD# 23302
BD
Austin, TX
June 25, 2007 - September 17, 2007

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Current Firm

UF
USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL PLANNING NETWORK | USAA FINANCIAL PLANNING SERVICES INSURANCE AGENCY, INC. | USAA FINANCIAL PLANNING SERVICES | USAA FINANCIAL PLANNING NETWORK, INC. | USAA FINANCIAL PLANNING NETWORK INC

CRD#: 106352 / SEC#: 801-53347

Contact Information

Main Address

9800 Fredericksburg Road, San Antonio, TX 78288-0227

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (3/31/2017)

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2009About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2007About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed May 2008About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 2007About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Jun 2011About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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