Advisor profile


My approach

Luke Schumer - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Luke Schumer - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • CKA® Certified Kingdom Advisor®

Education

  • Masters of Education, 2006, Applied Kinesiology, University of MN, Minneapolis
  • Bachelor of Arts, 2005, Business Mgmt., Saint John's University, Collegeville

Interests

  • #1 - My personal relationship with God.
  • Spending time with my family. Wife Rachael & children, Rhett, Violet and Grey
  • I am also an NCAA Men's Basketball Official

Community participation

  • Licensed Foster Care Provider
  • Brainerd Sports Booster's member
  • Brainerd Lakes Chamber of Commerce