Luke N Eide

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 07/2024
  Robert W. Baird & Co.
  Kansas City, MO
• 07/2024 → Present
  Lpl Financial
  Prairie Villiage, KS

Previous Registrations

• 2015-11-11 → 2024-07-29
  Robert W. Baird & Co. Incorporated
  Leawood, KS
• 2015-03-17 → 2015-11-16
  Mariner
  Overland Park, KS
• 2014-02-25 → 2015-11-16
  Firstpoint Financial, Llc
  Leawood, KS
• 2014-10-29 → 2015-11-16
  Mariner Wealth Advisors
  Overland Park, KS
• 2014-10-21 → 2015-11-16
  Mariner Retirement Advisors, Llc
  Overland Park, KS
• 2015-05-22 → 2015-11-16
  Firstpoint Financial, Llc
  Overland Park, KS
• 2007-01-31 → 2012-12-31
  American Century Advisory Services, Inc.
  Kansas City, MO
  Kansas City, MO
• 2004-01-19 → 2005-05-25
  Ameriprise Financial Services, Llc
  Overland Park, KS

Other Businesses

1)07/01/2024 - Highlight Wealth Planning - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business location(s) - Start: 07/2024

Exams

• S66 Uniform Combined State Law Examination
  2004-01-16

Other Names

• Luke Nicholas Eide
• Luke Eide