CERTIFIED FINANCIAL PLANNER

LUKE
STROM

Email: luke@sterlingretirement.com
Phone: 763.762.3404
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PROFESSIONAL

Instead of pursuing law school after completing a political science undergraduate degree in 2011, Luke Strom took a job in the insurance industry. He became fascinated by all the methods to help clients plan for their financial security. Prior to joining Sterling, Luke served as the in-house financial advisor to over 2,000 employees internally at a local Fortune 500 insurance company.  At the same time, Luke began  building his own financial planning business.

As a Certified Financial Planner™ (CFP®) professional with over a decade of industry experience, Luke enjoys taking data and transforming it into relatable action steps for financial planning. He has an easy manner with people and a true interest in finding just the right pieces for each plan.

Luke is a member of the Financial Planning Association (FPA). He also holds his Chartered Retirement Planning Counselor (CRPC®) designation, and achieved his Chartered Financial Consultant (ChFC®) credential to focus on advanced financial planning.

Certifications

Certified Financial Planner™

Chartered Financial Consultant

Chartered Retirement Planning Counselor

Education

Gustavus Adolphus College

IN THE NEXT
TEN YEARS...

“Creating new memories with my family is a top priority.  I can’t wait to watch/coach London’s sports and activities as she gets older.”

PERSONAL

Luke Strom is a born-and-raised Minnesotan from Minneapolis, and he plans to keep it that way. He and his wife (Sara) and daughter (London) live on Lac Lavon Lake in Apple Valley, where he enjoys fishing on the lake, canoeing, and pontoon rides, as well as playing with their two cockapoos, Tui and Koa. The dogs were named after favorite memories from a college trip to New Zealand.

After playing soccer in high school and college, Luke continues to follow the sport; playing occasionally while coaching various high school programs as well as serving as an assistant coach for his alma matter, Gustavus Adolphus College.

It’s not hard to get Luke talking;  just ask about his long list of travel dreams.

YOUR TEAM

Sterling Retirement Resources, Inc.
120 Broadway Ave S, Suite 200
Wayzata, MN 55391
Main: 763.762.3400  
Fax: 763.762.3409

Steven Finkelstein, Megan Gehrman, and Luke Strom are Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency,LLC), Member FINRA, SIPC,a Broker-Dealer and a Registered Investment Advisor. Some advisory services offered through AdvisorNet Wealth Management. Sterling Retirement Resources, AdvisorNet, and Cetera Advisor Networks LLC are not affiliated. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.

Not all of the products and services referenced on this site may be available in every state and through every advisor listed.

For additional information please contact the advisor(s) listed on the site. Visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.

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