Company Information

Get to know Luebeck Geisler Hamm Wealth Management

Luebeck Geisler Hamm Wealth Management is an independent wealth management firm based in Oconomowoc, Wisconsin. The firm focuses on a client-first philosophy, building customized financial plans and investment strategies tailored to individual goals. Their services encompass retirement planning, investment management, estate planning, and insurance solutions. As an independent firm, they are affiliated with Kestra Financial, which provides them with back-office, technology, and compliance support, allowing the firm to focus on client relationships and advisory services.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Luebeck Geisler Hamm Wealth Management

United States

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.