Luke Lee

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 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

• 06/2025 → Present
  Ameriprise Financial Services, Llc
  Little Rock, AZ
• 05/2024 → 08/2024
  Arvest Wealth Management
  Litle Rock, AR
• 08/2021 → 05/2025
  University Of Arkansas - Full Time Student
  Fayetteville, AR
• 05/2021 → 08/2021
  The Alotian Club
  Little Rock, AR
• 08/2015 → 05/2021
  Little Rock Christian Academy - Full Time Student
  Little Rock, AR
• 05/2022 → 08/2022
  Little Rock Christian Academy Daycare Counselor
  Little Rock, AR

Exams

• S66 Uniform Combined State Law Examination
  2026-06-26

Other Names

• Luke Lee
• Luke Joseph Lee