Luke Goerdt

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 303-921-5547

Financial credentials

  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

17 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

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