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Kyle David Lukowitz
CRD#: 4626655
IA
B
EDWARD JONESCRD#: 250 819 SCHELFHOUT LN SUITE 107
KIMBERLY, WI 54136-2063
KIMBERLY, WI 54136-2063
0
Disclosures
21
Years of Experience
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State Registrations
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Arizona 12/18/2023
B
Michigan 1/6/2025
B
California 5/7/2014
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Minnesota 1/10/2025
B
Florida 5/23/2022
B
Wisconsin 5/31/2013
B
Georgia 2/13/2014
IA
Wisconsin 5/31/2013
SRO Registrations
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B
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Registered with this firm since 5/31/2013
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Registered with this firm since 5/31/2013
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 10/01/2012 - 06/12/2013 | APPLETON, WI | |
B | 10/01/2012 - 06/12/2013 | APPLETON, WI | |
IA | 07/19/2007 - 10/01/2012 | APPLETON, WI | |
B | 07/19/2007 - 10/01/2012 | APPLETON, WI | |
B | 03/07/2003 - 07/13/2007 | GREEN BAY, WI |
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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.
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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 can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.