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Detailed Report
Luke Terry
LUKE DOUGLAS TERRY
CRD#: 4002258
IA
Investment Adviser
B
Broker
REHMANN WEALTHCRD#: 123047 4086 LEGACY PARKWAY
LANSING, MI 48911-4261
REHMANN FINANCIAL NETWORK, LLCCRD#: 165027 4086 LEGACY PARKWAY
LANSING, MI 48911
Registration History
20002002200420062008201020122014201620182020202220242026IAREHMANN WEALTH (CRD# 123047)2010 - Present (14 years)BREHMANN FINANCIAL NETWORK, LLC (CRD# 165027)2017 - Present (8 years)BROYAL ALLIANCE ASSOCIATES, INC. (CRD# 23131)2010 - 2017 (7 years)BTRIAD ADVISORS, INC. (CRD# 25803)2009 - 2010 (<1 year)BRAYMOND JAMES FINANCIAL SERVIC... (CRD# 6694)2003 - 2009 (5 years)BTHE CHIMERA GROUP, LLC (CRD# 116236)2002 - 2003 (<1 year)BPETERS SECURITIES CO., LP (CRD# 15970)1999 - 2002 (2 years)
License(s)

State Registrations

B
Arizona 2/15/2018
IA
New Mexico 5/10/2010
B
Florida 2/13/2018
B
New York 1/23/2018
B
Illinois 3/8/2018
B
North Carolina 1/30/2023
B
Indiana 2/5/2018
B
Oregon 11/11/2019
B
Iowa 1/18/2018
B
Pennsylvania 1/3/2019
IA
Michigan 4/23/2010
B
Tennessee 12/2/2020
B
Michigan 1/1/2017
IA
Texas 6/8/2011
B
Minnesota 2/22/2018
B
Texas 3/2/2018
B
Nevada 1/7/2020
B
Virginia 1/29/2018

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
REHMANN WEALTH (CRD#:123047)
4086 LEGACY PARKWAY, LANSING, MI 48911-4261
Registered with this firm since 4/23/2010
B
REHMANN FINANCIAL NETWORK, LLC (CRD#:165027)
4086 LEGACY PARKWAY, LANSING, MI 48911
Registered with this firm since 1/24/2017
Previous Registration(s)
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B
 02/26/2010 - 12/31/2017 ROYAL ALLIANCE ASSOCIATES, INC. (CRD#:23131) LANSING, MI
B
 07/30/2009 - 02/26/2010 TRIAD ADVISORS, INC. (CRD#:25803) LANSING, MI
B
 08/06/2003 - 07/30/2009 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) LANSING, MI
B
 11/11/2002 - 07/24/2003 THE CHIMERA GROUP, LLC (CRD#:116236) CHICAGO, IL
B
 09/16/1999 - 06/26/2002 PETERS SECURITIES CO., LP (CRD#:15970) CHICAGO, IL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.