Luke Opsahl

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2012 → 05/2018
  U.S. Bancorp Investments, Inc.
  St. Paul, MN
• 05/2018 → 05/2022
  Ameriprise Financial Services, Inc
  Minneapolis, MN
• 07/2022 → 02/2026
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 05/2022 → 07/2022
  Gaughan Companies
  Forest Lake, MN
• 01/2026 → Present
  Osaic Wealth, Inc.
  Minneapolis, MN

Previous Registrations

• 2022-10-20 → 2026-02-18
  Ameriprise Financial Services, Llc
  Saint Louis Park, MN
  Minneapolis, MN
  Forest Lake, MN
• 2018-05-25 → 2022-05-23
  Ameriprise Financial Services, Llc
  Minneapolis, MN
• 2015-10-07 → 2018-05-10
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN

Other Businesses

1. BECK WEALTH MANAGEMENT POSITION: Financial Planner NATURE: Disclosing Beck Wealth Management as a marketing OBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/30/2026 ADDRESS: 25 N Lake Street Suite 310, Forest Lake MN 55025, United States DESCRIPTION: I am a financial advisor/planner with Beck Wealth Management. Duties consist of marketing the services, making recommendations, meeting with clients and servicing accounts. I was instructed to complete an OBA disclosure for my affiliation with Beck Wealth Management to be able to obtain business cards. 2. BECK WEALTH MANAGEMENT POSITION: Financial Planner NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/10/2026 ADDRESS: 25 N Lake Street Suite 310, Forest Lake MN 55025, United States DESCRIPTION: As part of the financial planning process, engage clients in insurance related activities and potentially recommend a life insurance or annuity product.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-07
• S63 Uniform Securities Agent State Law Examination
  2011-08-12

Other Names

• Luke Thomas Opsahl