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Monte Luzadder, Private Wealth Advisor serving the Glenview, IL area - Ameriprise Advisors

Monte Luzadder

CFP®, CFA®

Private Wealth Advisor

Franchise Owner
Pioneer Wealth Planning Group
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Intergenerational Planning
  • Retirement Income Strategies
  • Business Retirement Plans
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Executive Compensation and Benefit Strategies

Interests

  • Physical fitness: basketball, cycling, tennis, etc.

Awards & recognition

  • Women's Choice Award: Financial Advisor, 2016-2018
  • Five Star Wealth Manager, 2012-2018
  • Ameriprise Circle of Success, 2006-2010, 2020
  • Pioneer Wealth Planning Group, Ameriprise Client Experience Award, 2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CFA® Chartered Financial Analyst®

Education

  • BA, Physics, Grinnell College, Grinnell, IA
  • BS, Civil Engineering, Columbia University, New York, NY
  • MBA, Int'l Management, Thunderbird School of Global Management, Glendale, AZ

Community participation

Member of St. Andrew Parish

Member of National Association for Down Syndrome

Member of Financial Planning Association - North Shore Council