Luke James Schumer

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2007 → 03/2020
  Ameriprise Financial Services, Inc.
  Minneapolis, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Baxter, MN

Other Businesses

Business Ownership; Integrity Officiating, LLC; Owner of LLC where officiating income is deposited; Basketball Officiating services, in which I work as an independent contractor.; 6212 LAGRANGE RD, , SHELBYVILLE, KY, 40065; Not Investment-Related; 04/24/2020; 10 to 19 hours per month; 0 during trading hours / Heavy Meadow, Inc.; Manage and distribute expenses; Cash flow and expense management; 6212 LAGRANGE RD, , SHELBYVILLE, KY, 40065; Not Investment-Related; 02/01/2022; 1 to 9 hours per month; 0 during trading hours / S&L Properties; Own building for business; Owns Real Estate; 13850 Bluestem Court, Suite 100, Baxter, MN, 56425; Not Investment-Related; 06/21/2021; 1 to 9 hours per month; 0 during trading hours / Golden Grove Farm; Co-owner; Farming, livestock. Own, breed and sell Chickens, Guinea's, Geese, Sheep and Cows.; 6212 La Grange Rd, Shelbyville, KY 40065, USA, , Shelbyville, KY, 40065; Not Investment-Related; 04/01/2025; 1 to 9 hours per month; 0 during trading hours / Golden Grove Cabin; Co-owner; Real Estate; 33351 S Upper Hay Dr, , Pequot Lakes, MN, 56472; Not Investment-Related; 04/01/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-02-16

Designations

• Certified Financial Planner