Luebeck Geisler Hamm Wealth Management
7400 Metro Boulevard, Edina, Minnesota 55439
About the Luebeck Geisler Hamm Wealth Management
Luebeck Geisler Hamm Wealth Management is a financial institution located at 7400 Metro Boulevard in Edina, Minnesota, United States. Specializing in accounting and finance, our team of Advisers is dedicated to creating personalized wealth management strategies that meet the unique needs of our clients. We understand the importance of education, high moral standards, and ethical practices in financial planning.
Our services include initial consultations to establish priorities and outline specific steps for future meetings. Whether you are looking to build a positive net worth, plan for retirement, or maximize the transfer of assets, our team is here to help. We strive to provide clear and effective communication within client relationships, ensuring confidence in your financial path.
Our Managing Director, Todd, brings over 45 years of experience in leadership and service to the wealth advisory profession. Kyle and Dan, also founders of the firm, have extensive backgrounds in financial services and a commitment to client-focused approaches. Brian, another founder, is dedicated to intense goal-orientation and client satisfaction.
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC, and advisory services are provided through J.W. Cole Advisors, Inc. (JWCA). Luebeck Geisler Hamm Wealth Management, Inc. and JWC/JWCA are unaffiliated entities. Visit our website to learn more and access important disclosure information.
Photos of Luebeck Geisler Hamm Wealth Management
7400 Metro Blvd #270, Edina, MN 55439, United States
Opening hours of Luebeck Geisler Hamm Wealth Management
Monday:
07:30 - 17:30
Tuesday:
07:30 - 17:30
Wednesday:
07:30 - 17:30
Thursday:
07:30 - 17:30
Friday:
07:30 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews of Luebeck Geisler Hamm Wealth Management
"I have known Todd Loudenslager for more than 7 years. He treats his clients like gold and puts their best interest first. I strongly recommend him as a financial advisor and trusted peer."
"When you talk about a company that puts people first, Luebeck Wealth Management is it. Lisa took a personal approach to getting my finances in order. I can finally rest easy at night knowing I'm on the right path financially."
"First and foremost they're all around good people which is important to me. They have done FANTASTIC with laying out all of my options and making them easy to understand. They first understood what my goals were and only gave me options that fit those goals which I really appreciated. Highly reccomend them."
"These guys are the real deal. I love their proactive processes to set up our family for the future by controlling the controllables! Down to the budgeting, goal setting, risk tolerance, etc..Check these guys out, they'll take care of you like their own families!"
"Lisa and Kyle have been absolutely amazing to work with and I am excited to get my financial future on track with their innovative ideas!"
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