Lucas M Listle

Employer firm

Integrity Alliance, LLC. CRD 139627

$5.41B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• 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

• 08/2013 → 05/2017
  St. Norbert College - Student
  De Pere, WI
• 06/2017 → Present
  Secure Retirement Solutions
  Green Bay, WI
• 04/2018 → Present
  Brokers International Financial Services
  Green Bay, WI

Other Businesses

1) Secure Retirement Solutions, investment related, 611 Packerland Dr, Green Bay, WI 54303, DBA, Investment Advisor Rep, April 2018, 100 hours a month, 100 hours during trading, sales and service of investments; 2) Listle Financial and Retirement Planning, LLC, not investment related, 611 Packerland Dr, Green Bay, WI 54303, Owner, June 2019, less than 10 hours a month, 0 during trading hours, Established for bookkeeping; 3) Insurance Agent, not investment related, 611 Packerland Drive, Green Bay, WI 54303, Insurance Agent, September 2017, 60 hours a month, 60 during trading hours; sales of insurance products including Medicare Supplement and Medicare Advantage Plans, and Final Expense Plans. 4) Financial Peace University course at Church; not investment related; 600 Cardinal Lane #6731, Green Bay, WI 54313; Teaching; Teacher; 01/11/2023; 6 hours per month; 0 hours during security hours; running financial course, keeping conversation going and answering questions

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-06

Other Names

• Luke Listle