visit:

An Ameriprise Platinum Financial Services® Practice

 
 
Monte Luzadder Ameriprise Financial Advisor

Monte Luzadder

CFA®, CFP®

Financial Advisor

Franchise Owner

We shape financial solutions for a lifetime.®

Request Contact

Map & Directions

Refer Me

847.486.9700

monte.g.luzadder@ampf.com

 
 
Print Summary

Share This Advisor

LUZADDER & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

Office Location

2400 Ravine Way
Ste 100
Glenview, IL 60025-7653
Map Phone: 847.486.9700 Fax: 847.486.9710

Seasons of Advice™

Our unique Seasonal Client Servicing® approach delivers proactive, flexible and relevant financial direction. Our practice believes success comes from defining your goals, then following a disciplined approach. We strive to help you make the right decisions at the right time.

Seasonal Client Servicing® is a trade mark of HCA Consulting Inc.

My Photos

Show all photos
Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

Market Perspectives

    Market Watch

    Market News

    Files for Download

    License Information

    I am licensed and registered to conduct business in IL.
    Based on licenses and registrations I hold, I may also conduct business in TX, AZ, LA, SC, OH, WA, IN, NY, CO, IA, MS, FL, MN, MO, WI.
    • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
    • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
    • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
    • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
    • Ameriprise Financial cannot guarantee future financial results.
    • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

    © 2005-2012 Ameriprise Financial, Inc. All rights reserved. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.