Chantel Rae Luke

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2014 → 02/2019
  Lpl
  Hudson, WI
• 02/2019 → 03/2020
  Ameriprise Financial Services Inc
  Hudson, WI
• 03/2020 → 05/2025
  Ameriprise Financial Services, Llc
  Hudson, WI
• 05/2025 → Present
  Kestra Investment Services, Llc
  Hudson, WI
• 05/2025 → Present
  Kestra Advisory Services, Llc
  Hudson, WI

Previous Registrations

• 2020-05-21 → 2025-05-16
  Ameriprise Financial Services, Llc
  Hudson, WI
  Hudson, WI
  Stillwater, MN

Other Businesses

Name: COASTLINE WEALTH MANAGEMENT POSITION: Registered Rep NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/06/2025 ADDRESS: 86 Coulee Rd,Ste 100, Hudsonw WI 54016, United States DESCRIPTION: Registered rep to client accounts, Servicing accounts, Registered assistant at firm to assist with account maintenance, Etc. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/06/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: YMCA HUDSON BOARD OF DIRECTORS POSITION: Board Member NATURE: Fitness Center & Gym INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2024 ADDRESS: 2211 Vine St, Hudson WI 54016, United States DESCRIPTION: Help with the execution on community events and fundraising. Name: AFTON-LAKELAND PTA POSITION: President NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/06/2024 ADDRESS: 475 St Croix Trail South, Lakeland MN 55043, United States DESCRIPTION: Oversee the PTA for my kids current elementary school. This is an unpaid position and 100% of the proceeds raised go back to the school.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-21
• S63 Uniform Securities Agent State Law Examination
  2010-09-02

Other Names

• Chantel Rae Hohn