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portrait of Luke A Duffney
FINANCIAL ADVISOR

Luke A Duffney

AAMS™
1700 West Highway 36 Ste 215, Roseville, MN 55113opens in a new window
Accepting New Clients
CallSend Me a Message

About Luke

I love the work I get to do partnering with individuals and families as they pursue their financial goals and dreams.

Amy and I have a focus on comprehensive planning and wealth strategies. I am dedicated to helping clients achieve their financial goals. With a focus on retirement planning, investment strategies and risk management, I aim to provide personalized planning tailored to each of my client's unique needs and goals.

As a first step, I desire to truly know you as my client and what matters most to you. Then, we partner together to cast a vision for your future. Finally,...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • New Investors

Work History

  • Edward JonesAugust 2022 to Current
  • Rize Realty - Convenant PARTDecember 2021 to August 2022

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Wisconsin, River FallsBachelors

Personal Interests

  • Spending Time with Family
  • Traveling
  • Hiking
  • Woodworking
  • Jogging

Team Members

  • Amy Luke
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(651) 659-9895

Fax

(888) 215-4219

Office Address

1700 West Highway 36 Ste 215
Roseville, MN 55113opens in a new window

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