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LS

Luke M. Starre

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CRD#: 6193380
LS

Professional summary


Being a previously registered professional could mean that this person 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.

Luke M Starre, who also goes by Luke Michael Starre, Luke Starre, was a registered financial professional .

Luke is a previously registered financial professional and started their career in finance in 2013. Luke had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Luke Michael Starre | Luke Starre

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.
Mr. Starre is an income tax preparer and is also licensed and registered as an insurance agent to sell fixed annuity and life insurance with Midland National Life Insurance Company; his office is located at 1369 Franklin Street, Toronto, OH 43964 and he spends approximately 60% of his time on income tax preparation; and 5% of his time on insurance related business.

Blog Corner


CRS (Client Relationship Summary)


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

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 2, 2018 - December 31, 2022

STARRE FINANCIAL LLC

RIA
CRD#: 288627
JEWETT, OH
Past

December 14, 2016 - July 21, 2017

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
COLUMBUS, OH
Past

December 14, 2016 - July 21, 2017

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
COLUMBUS, OH
Past

June 24, 2015 - September 14, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
WEIRTON, WV
Past

June 24, 2015 - September 14, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
WEIRTON, WV
Past

August 27, 2013 - June 24, 2015

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
PERRYSBURG, OH
Past

August 21, 2013 - June 24, 2015

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
PERRYSBURG, OH

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/24/2014
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SF
STARRE FINANCIAL LLC
STARRE FINANCIAL LLC | STARRE, LUKE MICHAEL

CRD#: 288627 / SEC#:

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Contact information


Main Address
4325 Post Rd, Jewett, OH 43986
Mailing Address
Phone number
(740) 219-8240
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts8
AUM (Assets Under Management)$ 397,962

Red Flags


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.

Company Information


STARRE FINANCIAL LLC

CRD#: 288627

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