Luke E Gerald

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 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

• 06/2014 → 05/2018
  Student
  Bloomington, IL
• 06/2017 → 08/2017
  Byline Bank
  Chicago, IL
• 04/2018 → 03/2019
  New York Life Insurance Company
  Schaumburg, IL
• 07/2018 → 03/2019
  Nylife Securities
  Schaumburg, IL
• 03/2019 → 09/2019
  Unemployed
  Brookfield, IL
• 09/2019 → 12/2022
  Fifth Third Securities
  Westmont, IL
• 01/2023 → 07/2023
  Chad Mcquade
  Oak Brook, IL
• 01/2023 → 07/2023
  Northwestern Mutual Investment Services Llc
  Oak Brook, IL
• 02/2023 → 07/2023
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 05/2024 → Present
  Edelman Financial Engines
  Santa Clara, CA
• 07/2023 → 05/2024
  Unemployed
  Brookfield, IL

Previous Registrations

• 2023-01-30 → 2023-08-04
  Northwestern Mutual Investment Services, Llc
  Oak Brook, IL
• 2019-11-13 → 2022-12-01
  Fifth Third Securities, Inc.
  Westmont, IL
  Countryside, IL
  Orland Park, IL
  Orland Park, IL

Exams

• S66 Uniform Combined State Law Examination
  2019-11-13
• S63 Uniform Securities Agent State Law Examination
  2018-08-23

Designations

• Certified Financial Planner

Other Names

• Luke Everett Gerald
• Luke Gerald
• Luke E Gerald