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Our financial advice team


Luke T Meier

Luke T Meier

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Vallis Advisors
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.7 out of 5 rating based on 24 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Tax Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Saving for Education

Interests

Born and raised in the St. Croix Valley (Vallis), my wife Betsy and I are raising our three kiddo's; Raymond, Harvey, and Evelyn.

We enjoy spending time outdoors year round. Avid hunter and fisherman, being on the lake with the family, or canoeing in the Boundary waters. "To the attentive eye, each moment of the year has its own beauty..." - Ralph Waldo Emerson

Being active in the Hudson Community through the Hudson Hockey association as a past board member and current coach.

Education

  • Bachelor of Science, Business Administration, University of Wisconsin, River Falls, WI
Newsletter

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Community participation

Hudson Hockey Association

https://www.hudsonhockey.com/

Feed My Starving Children

www.fmsc.org

Habitat for Humanity

www.habitat.org