Lukas O.M. Bridenbeck

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 03/2015 → 04/2021
  Northern Trust Bank
  Chicago, IL
• 12/2016 → 04/2021
  Northern Trust Securities, Inc.
  Chicago, IL
• 08/2021 → Present
  Raymond James & Associates, Inc.
  St Louis, MO
• 05/2021 → 07/2021
  Unemployed
  Saint Louis, MO

Previous Registrations

• 2017-02-21 → 2021-05-03
  Northern Trust Securities, Inc.
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2017-02-21

Designations

• Certified Financial Planner

Other Names

• Lukas O. Bridenbeck