MarcusLuckeneder- Financial Advisor Peoria, AZ

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About Marcus Luckeneder

Here at Validus Financial Associates, we are a team of financial planners that have been working together since 2011, and some of us together much longer. We have over 100 years of collective experience. We strive to provide the greatest cost-benefit relationship that we can. We believe the most important component of what we do is in-depth financial planning. From there, we develop investment strategies with independence at the core of the approach. We also believe in diversification. This can mean devising an investment strategy with many different portfolio managers and asset classes.

See Disclosures

General Information

CRD#

6103189

Firm CRD#

6413

Insurance License#

1030050

States Licensed in

AZ,NM,CA,TX

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Tax Advice and Services, Financial Planning for Businesses, Financial Advice & Consulting, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, AAMS^®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Life, Variable Life, Long Term Care

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Flat Fee, Based on Assets

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

Education

W.P. Carey School of Business -

Arizona State University
08/01/2007 -05/01/2010

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

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Paladin Research Report For:

Marcus Luckeneder

Validus Financial Associates