Luke W Nowakowski
Advisor at Merrill — Denver, CO Josephine St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
4 years
Location
Denver, CO 80206
Merrill
Institution
Luke Nowakowski is a Financial Advisor at Merrill Lynch Wealth Management, where he collaborates with professionals and their families to develop financial plans that align with their goals. He works as part of the Burns / Nowakowski Group, which has over 30 years of experience serving clients in managing their financial situations.
Luke's approach focuses on helping clients navigate financial decisions by identifying their priorities and constructing tailored plans. He emphasizes transparency and takes his responsibility seriously in managing his clients' financial well-being. His expertise includes comprehensive financial planning and investment advisory services.
He grew up in Orchard Park, NY, and holds a bachelor's degree in Political Science from Wittenberg University. After college, Luke served in the United States Air Force as a photojournalist and pursued an MBA at Regis University while enlisted. Following his honorable discharge, he entered the wealth management field, continuing his family legacy in the profession. Luke holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He currently resides in Buffalo, NY, and participates in sports and outdoor activities during his free time.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Denver, CO Josephine St
200 Josephine St, Investment Solutions Group
Denver CO 80206
Advisors at this office
55
Colorado · New York · Texas
4 years of industry experience
Bank Of America, N.a.
2021 - Present • 5 years
Parker, CO
Merrill
2021 - Present • 5 years
Parker, CO
Cherry Creek Country Club
2021 - 2021 • 1 year
Denver, CO
simPRO Software Group
2020 - 2021 • 1 year
Broomfield, CO
Canisius University
2018 - 2018 • 1 year
Buffalo, NY
Regis University
2016 - 2021 • 5 years
Denver, CO
Department of Defense
2014 - 2018 • 4 years
Aurora, CO
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Is active or affiliated with:
Insurance agent
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Trust company
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Real estate agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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