Luke Michael Schwarz

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

• 01/2022 → Present
  Ameriprise Financial Services, Llc
  Portland, OR
• 05/2021 → 08/2021
  Ameriprise Tvz Wealth Advisors
  Portland, OR
• 05/2019 → 08/2020
  Custom View Contracting
  Amity, OR
• 11/2014 → 12/2018
  Haggs Tree Farm
  Hillsboro, OR
• 04/2018 → 08/2018
  Evolve Prints
  Chehalis, WA
• 08/2014 → 06/2018
  W.F.WEst High School 08/2014-06/2018
  Chehalis, WA
• 06/2017 → 08/2017
  Quanex Building Supplies
  Chehalis, WA
• 09/2018 → 04/2019
  Unemployed
  Newberg, OR
• 09/2020 → 04/2021
  Unemployed
  Newberg, OR
• 09/2021 → 12/2021
  Unemployed
  Newberg, OR

Other Businesses

Business Ownership; Schwarz Management LLC; Owner; Manage Ameriprise Business; 324 N Peacock Ct, , Newberg, OR, 97132; Investment-Related; 08/07/2026; 10 to 19 hours per month; 10 to 19 during trading hours. Outside Employment; Schwarz Management LLC; I will be a Financial Advisor that works with Ameriprise Clients; Manage advisory business; 324 N Peacock Ct, , Newberg, OR, 97132; Not Investment-Related; 08/07/2026; 60 hours per month; 60 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-02-12
• S66 Uniform Combined State Law Examination
  2022-08-15

Other Names

• Luke Schwarz