FINRA's BrokerCheck

Luke Terry

Luke Terry

Luke Terry | MBA | Principal

Lansing, MI | 517.316.2400 | Email | Linkedin
Service Areas | Investment analysis and portfolio design, comprehensive financial planning, retirement and estate planning, insurance analysis and strategies, income and estate tax planning

Luke is a principal and financial advisor with Rehmann Financial and is located in the Lansing office.

Experience

Luke has been a financial advisor since 2003, helping small- to mid-size business owners, high net worth individuals, medical professionals and families. He specializes in portfolio construction and providing customized solutions for each client’s unique financial goals and needs.

Prior to entering the financial services field, Luke was a professional merger and statistical arbitrage equity trader for two Chicago-based private hedge funds.

He is currently pursuing the Certified Financial Planner™ designation and holds numerous securities registrations and insurance licenses.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates. Fixed insurance services offered through Rehmann Insurance Group LLC not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer or an investment advisor. Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 4086 Legacy Parkway, Lansing, MI 48911 | 517.316.2400

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