Professional

Aaron D. Luccas began his financial planning practice in 2009.  

Aaron holds his Series 6, 63, 65, and 7 licenses as well as various risk based licenses and advanced financial planning designations.

He believes strategy is a custom fit and makes it a priority to treat every client relationship as it's own.

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Bachelors in Business Administration - Finance 

Aaron holds a Bachelors in Finance from the University of Wisconsin, Milwaukee.

 

ChFC® Chartered Financial Consultant:

A professional designation representing completion of financial education, examinations and practical experience. Chartered Financial Consultant designations are granted by The American College, and those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

 

CLU® Chartered Life Underwriter:

A professional designation for individuals who wish to specialize in risk management strategies and estate planning. 

 

RICP® Retirement Income Certified Professoinal:

The RICP® designation prepares financial professionals to help clients obtain a secure retirement. This designation equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client’s working years to asset decumulation in retirement. The RICP® designation enables your advisor to demonstrate tremendous value by delivering smart strategies designed for creating secure, sustainable income for their client's retirement.

 

CFP® Certified Financial Planner:

A certified financial planner refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. The CFP designation is awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Individuals desiring to become a CFP professional must take extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement.

 

Our Investment Team:

CFA® Chartered Financial Analyst:

Numerous members of our investment management team hold this designation. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis. It is considered by many to be the gold standard in the field of investment analysis.

Aaron D. Luccas, BBA, ChFC®, CLU®, RICP®, CFP®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck