Luke Goerdt, CFA®
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 303-921-5547Financial credentials
- Chartered Financial Analyst®
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Director - Private Equity, Capital Tide, 2018-2019
- Sr. Internal Wholesaler, Jackson National, 2007-2018
- SGT, U.S. Army Reserve, 2004-2012
Education
- Bachelor of Arts - Economics
- University of Colorado at Boulder