Luke Buehler, Aif®

Luke Buehler, Aif® Email and Phone Number

Wealth Manager at Summit Wealth Management Inc Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Ameriflex, independent RIA. @ Summit Wealth Management, Inc.
jamestown, new york, united states
Luke Buehler, Aif®'s Location
Fredonia, New York, United States, United States
Luke Buehler, Aif®'s Contact Details

Luke Buehler, Aif® work email

Luke Buehler, Aif® personal email

n/a
About Luke Buehler, Aif®

Has been practicing in the Financial Services Industry for over 30 years and holds FINRA Series 6, 7, 63 and 65 Securities Licenses as well as Insurance licenses in New York, Pennsylvania, Florida, North and South Carolina.Areas of specialty include Retirement and Investment Planning, as well as Personal Financial Planning.*All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.

Luke Buehler, Aif®'s Current Company Details
Summit Wealth Management, Inc.

Summit Wealth Management, Inc.

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Wealth Manager at Summit Wealth Management Inc Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Ameriflex, independent RIA.
jamestown, new york, united states
Website:
summitwmi.com
Employees:
5
Luke Buehler, Aif® Work Experience Details
  • Summit Wealth Management, Inc.
    Wealth Manager
    Summit Wealth Management, Inc. Jul 1997 - Present
    Summit Wealth Management, Inc. is a comprehensive wealth management services firm with financial planning, retirement planning, and investment advisory services offered through Osaic Wealth, Inc. and Ameriflex group. For disclosures, please visit my website at summitwmi.com.
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Luke Buehler, Aif® Skills

Investments Wealth Management Financial Services Insurance Retirement Planning Small Business Wealth Series 63 Alternative Investments Wealth Management Services Series 7 Financial Analysis Financial Planning Retirement Financial Advisory Securities

Luke Buehler, Aif® Education Details

Frequently Asked Questions about Luke Buehler, Aif®

What company does Luke Buehler, Aif® work for?

Luke Buehler, Aif® works for Summit Wealth Management, Inc.

What is Luke Buehler, Aif®'s role at the current company?

Luke Buehler, Aif®'s current role is Wealth Manager at Summit Wealth Management Inc Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Ameriflex, independent RIA..

What is Luke Buehler, Aif®'s email address?

Luke Buehler, Aif®'s email address is lj****@****wmi.com

What schools did Luke Buehler, Aif® attend?

Luke Buehler, Aif® attended Suny Fredonia.

What skills is Luke Buehler, Aif® known for?

Luke Buehler, Aif® has skills like Investments, Wealth Management, Financial Services, Insurance, Retirement Planning, Small Business, Wealth, Series 63, Alternative Investments, Wealth Management Services, Series 7, Financial Analysis.

Who are Luke Buehler, Aif®'s colleagues?

Luke Buehler, Aif®'s colleagues are Jacob Buehler, Noah Weinstein, Cfp®, Emily Mierzwa, Jennifer Abbate, Douglas Schutte, Myron Nordin.

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