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
CFP®, Series 63
Experience Industry experience
19 years
Location
Shelbyville, KY
Ameriprise
Institution
Luke Schumer is a CFP®-certified financial advisor with Ameriprise, based in Shelbyville, KY, and has 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, Schumer owns Integrity Officiating, LLC, through which he provides basketball officiating services as an independent contractor. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.
Based on Ameriprise
Based on Ameriprise
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
Shelbyville, KY
Shelbyville KY
Advisors at this office
1
Kentucky · Minnesota · Texas
19 years of industry experience
Ameriprise
2020 - Present • 6 years
Baxter, MN
Ameriprise Financial Services, Inc.
2007 - 2020 • 13 years
Minneapolis, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®
Pewee Valley, KY
Clear Trace, LLC
Edward Nelson is a ChFC® credentialed financial advisor with 18 years of industry experience. He has worked at Clear Trace, LLC since 2007 and previously spent 11 years with Zeiders Enterprises, Inc. His background includes management consulting and information technology. Clear Trace, LLC offers personal financial planning, investment management, and education services to individuals, families, trusts, estates, and certain business entities. The firm employs strategic asset allocation and fundamental analysis to build diversified portfolios, utilizing model portfolios, automated tax-loss harvesting, and discretionary account management.
CFP®
Fisherville, KY
Carriage House Planning LLC
We could use this space to talk all about how great we are. But the decision you are making is not about us, it's about you. I'd rather tell you why we do what we do and why our clients work with us: https://www.carriagehouseplanning.com/about-chp
CFP®, Series 65
Shelbyville, KY
Illuminate Wealth Management
Charles Reader is a CFP® and holds a Series 65 license with 10 years of experience in financial planning and investment management. He is currently the sole advisor at Illuminate Wealth Management, having previously worked at Different By Design Financial Planning and several other firms. Illuminate Wealth Management serves individuals, families, and small businesses, offering discretionary portfolio management, financial planning, and tailored services such as a virtual family office and virtual CFO engagements. The firm emphasizes fundamental analysis, diversified portfolios, and coordination with external specialists to provide comprehensive wealth management solutions.
Series 66
Louisville, KY
Guidance Capital, Inc.
Stephen Gibson is a financial advisor at Guidance Capital, Inc. in Louisville, KY, holding a Series 66 credential with 12 years of industry experience. His prior work includes roles at Money Concepts Capital Corp., JJB Hilliard W.L. Lyons LLC, and DMLO Wealth Planning, LLC. He is a board member of the Greater Louisville & LaGrange Baptist Health Foundation and a silent partner in a local bar and restaurant holding company. Guidance Capital provides investment advisory and related services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing customized, primarily long-term portfolios with diversified mutual funds, ETFs, individual stocks, and bonds.
Series 65
Taylorsville, KY
Robert M Walker & Associates
Richard Walker is a financial advisor at Robert M. Walker & Associates with 26 years of industry experience. He holds a Series 65 designation and has been with the firm since 1998. Robert M. Walker & Associates provides discretionary investment supervisory services to individuals, trusts, estates, and pension and profit-sharing plans, using a combination of fundamental and technical analysis to tailor portfolios. The firm manages a relatively small client base and incorporates both traditional and newer asset classes, including digital assets and securities related to artificial intelligence, in accordance with client risk profiles.
Series 65
Louisville, KY
Guidance Capital, Inc.
Klein Stubbs is a financial advisor at Guidance Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has previous experience working at Conviva Care Solutions, LLC and Humana, Inc. Stubbs is also the managing member and owner of an inactive CPA firm licensed in Kentucky. Guidance Capital provides investment advisory and related services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, using diversified portfolios and both fundamental and technical analysis.
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