Luke R. Van De Loo

SULLIVAN MERMEL

Chicago, IL 60613

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CRD#: 7031712

Professional summary

Luke R Van De Loo is a registered financial advisor currently at SULLIVAN MERMEL, INC. located in Chicago, Illinois.

Luke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Luke has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luke R Van De Loo'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®

None

Experience

Current

September 15, 2023 - Present

SULLIVAN MERMEL, INC.

Office #1: 3744 N. Southport Unit G, Chicago, IL 60613

RIA

CRD#: 146266

Chicago, IL

Past

October 16, 2018 - July 8, 2019

ORGEL WEALTH MANAGEMENT, LLC

RIA

CRD#: 168219

ALTOONA, WI

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.

Highlighted states indicate IAR registrations

IAR

Illinois
(9/15/2023)

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Exams

State Security Law Exam

IAR

Series 65

Date: 9/15/2023

Uniform Investment Adviser Law Examination

Current Firm

SULLIVAN MERMEL, INC.

BRIDGET SULLIVAN, INC | SULLIVAN MERMEL, INC.

CRD#: 146266 / SEC#:

Illinois

Registered Investment Advisory firm - (5/9/2008 Approved)

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Contact information

Main Address

3744 N. Southport Unit G, Chicago, IL 60613

Mailing Address

Phone number

(773) 404-9344

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Luke R. Van De Loo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luke R Van De Loo's CRS (Customer Relationship Summary).

Certified licenses

Experience

SULLIVAN MERMEL, INC.

ORGEL WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/15/2023

Current Firm

SULLIVAN MERMEL, INC.

Contact information

Documents

Red Flags

Company Information

SULLIVAN MERMEL, INC.

TRUST BUT VERIFY

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