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Randall Albert Luebke

Lifetime Financial, Inc.

Newport Beach, CA

CRD 4761763

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Employer firm

Lifetime Financial, Inc. CRD 161124

$63.3M regulatory AUM 38 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Lifetime Financial, Inc.

260 Newport Center Dr Ste 100, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-04-13
CA RA APPROVED 2025-02-03
HI RA APPROVED 2025-02-03
AZ RA APPROVED 2024-06-14
WA RA APPROVED 2024-01-05
UT RA APPROVED 2018-06-13
  • OH RA
    APPROVED
    Since 2026-04-13
  • CA RA
    APPROVED
    Since 2025-02-03
  • HI RA
    APPROVED
    Since 2025-02-03
  • AZ RA
    APPROVED
    Since 2024-06-14
  • WA RA
    APPROVED
    Since 2024-01-05
  • UT RA
    APPROVED
    Since 2018-06-13

Branch Locations

260 Newport Center Dr Ste 100, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lifetime Paradigm, Inc. Newport Beach CA 03/2012 Present
Lifetime Financial, Inc, Newport Beach CA 03/2012 Present
  • 03/2012 → Present
    Lifetime Paradigm, Inc.
    Newport Beach, CA
  • 03/2012 → Present
    Newport Beach, CA
Other Businesses

Randall Albert Luebke is a licensed insurance agent for Lifetime Insurance Services where he is the owner-self employed since 2011. This is not investment related. 260 Newport Center Dr, Ste 100, Newport Beach CA 92660. Randall Albert Luebke spends 45% of his time per month on these activities. All business dealings are simultaneously attended to. During all business hours as well as after hours. Randall Albert Luebke is a real estate and mortgage broker for United American Mortgage where he is a loan originator since 2011. This is not investment related.3198-F Airport Loop, Costa Mesa CA 92626. Randall Albert Luebke spends 10% of his time per month on these activities. All business dealings are simultaneously attended to. During all business hours as well as after hours. Legal name of business: Lifetime Paradigm Insurance Services; Location of the business: 260 Newport Center Dr., Ste 100 Newport Beach CA 92660; Description of the business: Financial consulting. Life Insurance & Annuity Sales; Position Title: Owner; Responsibilities Duties: Financial consulting. Life Insurance & Annuity Sales;Start date with business: 2011-04-01; Hours devoted to business during trading hours: 6; Hours devoted to business outside trading hours: 6; Percentage of total yearly compensation expected to be derived from the business: 30;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-26
  • S65 Uniform Investment Adviser Law Examination
    2011-10-26

View on SEC IAPD

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