Luke Winskowski, Cfp® Mba

Luke Winskowski, Cfp® Mba Email and Phone Number

Senior financial services executive | Leads to build businesses for impact | Nurtures talent, inspires culture, creates community. @ 49 Financial
Luke Winskowski, Cfp® Mba's Location
Greater Minneapolis-St. Paul Area, United States, United States
Luke Winskowski, Cfp® Mba's Contact Details

Luke Winskowski, Cfp® Mba work email

Luke Winskowski, Cfp® Mba personal email

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About Luke Winskowski, Cfp® Mba

I am senior financial services executive recognized as a thought leader and innovator. Calling on my experiences as a financial advisor, regional leader, and Fortune 500 executive, I courageously reimagine and transform businesses to link opportunities today with possibilities for tomorrow to achieve incredible results.

 Known as a strategic change agent, I enthusiastically take on the biggest challenges to make ideas reality by connecting vision with execution: making the strategy come to life. Organizations count on me to deliver rare, unconventional solutions to accelerate transformation in a mature industry, optimizing talent, systems, and client offerings across financial planning, wealth management and insurance. As a leader I break down silos to align the organization from the front line to the board. I attract and lead top talent to their potential, and model magnetic energy for the most important priorities. While always seeking progress, I celebrate accomplishments of the team and ensure great efforts and results are valued. Looking forward, I will blend my work across causes I care deeply about and organizations that embrace change, culture, and human impact. This will be a portfolio of activities – executive leadership, board work, advisory, and mentorship.MY CORE COMPETENCIESFinancial advisoryRetail wealth management & insuranceDistribution leadershipEnterprise transformationProduct/agile methodTalent attractionDiversity, equity & inclusion SKILLS·General Management ·Executive Leadership ·Sales Management ·Team Leadership ·RIAs ·Board of Directors ·Strategic Planning ·Public Speaking ·Leadership DevelopmentMY PHILOSOPHYWe all have unique talents: truly living is in realizing these great assets to our fullest potential. As a results-driven achiever, I desire to make a difference in the world through leadership and inspire people to work in their unique ability to impact lives, and organizations to rally behind clear objectives. MY COMMUNITYI am passionate about making a difference through building sustainable platforms to unleash people. I do this in my business and volunteering focused on promoting education, creating "small towns in big cities" and integrating diverse networks. MY LIFE GOALS1. Leads organizations that make a real difference.2. Raise children to lead a full, rich, and meaningful life.3. Travel the world with my family to better understand human experiences, history, and cultures.4. Achieve real-world impact through great leadership. ✉ Luke.Winskowski@Gmail.com☎ 612.670.0415

Luke Winskowski, Cfp® Mba's Current Company Details
49 Financial

49 Financial

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Senior financial services executive | Leads to build businesses for impact | Nurtures talent, inspires culture, creates community.
Luke Winskowski, Cfp® Mba Work Experience Details
  • 49 Financial
    President
    49 Financial 2024 - Present
    Austin, Tx, Us
  • F2 Strategy
    Executive In Residence
    F2 Strategy Nov 2022 - Present
    Chicago, Illinois, Us
    F2 Strategy, Inc provides boutique consulting services globally to support existing business and technology teams within the wealth management, family office, RIA and wealth manager space, helping these companies align their technology platforms and distribution channels with the wealth management experience that their clients expect.
  • Thrivent
    Senior Vice President Svp, Advice & Wealth Management
    Thrivent Nov 2020 - Jan 2023
    Minneapolis, Mn, Us
    As a member of Thrivent’s senior leadership team, leads the transformation of a legacy Fortune 500 core distribution business. Serves as executive sponsor for top enterprise priority of being a leader in advice for millions of clients, and key executive voice to ~3,000 affiliated advisors. Direct reports to role include subsidiary Presidents across Thrivent’s B/D (3rd largest insurance B/D nationally with >$80B AUM), corporate RIA, and two BGAs, along with three department VPs leading Advice, Wholesaling, and Health. Key accomplishments to date include:1. Garnered board of director investment in new distribution strategy to transform front-line organization to a multi-model, omni-channel model.2. Leading through an optimization of direct line of 220 FTEs.3. Initiated enterprise shift to new operating model and deployed Thrivent’s first agile operating teams to advance digital and technology integration with human advice.4. Realized dramatic acceleration of financial planning adoption of newly trained advisors, moving from 12% to nearly 70% in less than 1 year. 5. Delivered record annual sales in 2021 ($545M premium and $7B deposits), asset growth ($85B AUM) and asset management revenues ($400M).
  • Thrivent
    President, Thrivent Advisor Network
    Thrivent Jan 2018 - Nov 2020
    Minneapolis, Mn, Us
    Recognized as RIAs Innovator of Year in 2021 for crafting from scratch a corporate hybrid RIA platform and team, all within a legacy insurance organization. Key accomplishments include: 1. Following pilot, launched in less than one year a multi-custodian hybrid RIA platform on new systems architecture with full technology stack and product access.2. Attracted and placed key talent, including Chief Compliance Officer, Chief Operations Officer, and new President (upon promotion). 3. Put brakes on excessive demand with growth of more than 130 advisors across 26 offices subscribing to platform, bringing $4B in assets - that grew to >$6B in 24 months.4. Attracted nearly $1B in AUM in early-stage recruiting.
  • Thrivent Financial
    Partner
    Thrivent Financial May 2011 - Jun 2017
    Minneapolis, Mn, Us
    Firm leading front-line leader with top market growth, recruiting results, training systems, veteran business development and community engagement.Key accomplishments include:1. Led multi-year growth with consistent top 10% firm ranking: advisor capacity and new clients increased 3x in 5 years, and total sales 2x.2. Created largest market in firm organically by hiring 26 advisors and 2 junior partners with 75% 4-yr retention.3. Positioned by senior management at center of diversity, equity and inclusion movement to lead efforts to increase field-wide cultural competency and results.
  • Thrivent Financial
    Senior Business Consultant
    Thrivent Financial Jan 2009 - May 2011
    Minneapolis, Mn, Us
    Partner to Divisional Vice President to deliver accelerate results across regional offices. Key accomplishments include:1. Achieved 2x new client acquisition rate through integrated business planning, sales marketing, book management, compensation, and deploying Franklin Covey system (still used in 2022).2. Shut-down struggling business channel and meticulously migrated ~50 top advisors back to core business model with 95% retention.3. Drove field program adoption of new action team membership benefit that resulted in a program that still exists today as Thrivent’s top generosity program.
  • Thrivent Financial
    Financial Advisor
    Thrivent Financial Jan 2005 - Mar 2009
    Minneapolis, Mn, Us
    Pioneered Thrivent’s managed account and fee-based financial planning program as part of top performing team. Key accomplishments include:1. Achieved conference all years as an FA; awarded 2005 #1 new advisor in region.2. Team achieve 3x top line revenue growth over 3 years.3. Merged 2 practices into leveraged practice model.
  • Accenture
    Financial Analyst
    Accenture 2004 - 2005
    Dublin 2, Ie
  • Thrivent Financial
    Financial Associate
    Thrivent Financial May 2003 - Jul 2004
    Minneapolis, Mn, Us

Luke Winskowski, Cfp® Mba Skills

Investments Retirement Planning Mutual Funds Asset Allocation Financial Services Retirement Insurance Fixed Annuities Financial Analysis Life Insurance Securities Asset Managment Financial Modeling Sales Management Team Leadership Distribution Strategies Finra Series 7 Strategic Financial Strategies Leadership Finance Strategic Planning Management Customer Service Public Speaking Strategy Marketing Team Building Business Development Consulting Coaching Analysis Risk Management Sales Management Consulting Leadership Development Microsoft Excel Training Nonprofits Business Strategy Teamwork Entrepreneurship Powerpoint Business Planning Social Networking Data Analysis Microsoft Office Disability Insurance Business Analysis Wealth Strategies Portfolio Strategies

Luke Winskowski, Cfp® Mba Education Details

  • University Of Minnesota - Carlson School Of Management
    University Of Minnesota - Carlson School Of Management
    Mba
  • Gustavus Adolphus College
    Gustavus Adolphus College
    Psychology

Frequently Asked Questions about Luke Winskowski, Cfp® Mba

What company does Luke Winskowski, Cfp® Mba work for?

Luke Winskowski, Cfp® Mba works for 49 Financial

What is Luke Winskowski, Cfp® Mba's role at the current company?

Luke Winskowski, Cfp® Mba's current role is Senior financial services executive | Leads to build businesses for impact | Nurtures talent, inspires culture, creates community..

What is Luke Winskowski, Cfp® Mba's email address?

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What schools did Luke Winskowski, Cfp® Mba attend?

Luke Winskowski, Cfp® Mba attended University Of Minnesota - Carlson School Of Management, Gustavus Adolphus College.

What are some of Luke Winskowski, Cfp® Mba's interests?

Luke Winskowski, Cfp® Mba has interest in Leadership, Diversity And Inclusion, Community Volunteerism, Technology, Wise Money, Financial Representative, Generosity, Economics, Insurance, Swimming.

What skills is Luke Winskowski, Cfp® Mba known for?

Luke Winskowski, Cfp® Mba has skills like Investments, Retirement Planning, Mutual Funds, Asset Allocation, Financial Services, Retirement, Insurance, Fixed Annuities, Financial Analysis, Life Insurance, Securities, Asset Managment.

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