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Luke Niemeyer

Advisor at Mass Mutual Investors Services

Updated today

Location

Aviston, IL 62216

Credentials

Series 63, Series 65

Industry experience

4 years

About

Luke Niemeyer is a financial advisor with Mass Mutual Investors Services in Aviston, Illinois, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked with Knights of Columbus and Knights of Columbus Asset Advisors. Niemeyer serves as a member of the finance committee at All Saints Academy, advising on budgets and general finances. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based financial planning using firm-approved software and offers various specialized planning programs.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived

Location

4969 Old Us Highway 50

Aviston, IL 62216

Most active in

Illinois · Texas

Work history

Mass Mutual Investors Services

2022 - Present (4 years)

MassMutual Life Insurance Company

2022 - Present (4 years)

Knights of Columbus Asset Advisors

2021 - 2022 (1 year)

Knights of Columbus

2009 - 2022 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Highland, IL

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Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Highland, IL

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Richard Ringwald is a financial advisor at Powers Advisory Group, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Powers Advisory Group since 2017. Prior to this, he was employed at Commerce Bank for two years and has been associated with Stifel Nicolaus since 2001. Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting to individual and high-net-worth clients as well as corporate retirement plans. The firm manages approximately $250 million in assets and emphasizes asset allocation, quality income generation, and low internal costs through dividend-producing securities and ETF-based portfolios.

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Series 63, Series 65

Lebanon, IL

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Active portfolio management Options & derivatives strategies Founder/Business Owner
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Ian T

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Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Charitable giving & philanthropy Founder/Business Owner Executive
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Donald P

ChFC®, Series 63, Series 65

Highland, IL

M Holdings Securities, INC.

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ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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