Financial Planning Consultants
Luebeck Geisler Hamm Wealth Management, Inc.See Hours
| Monday | 8:30 AM - 5:00 PM |
|---|---|
| Tuesday | 8:30 AM - 5:00 PM |
| Wednesday | 8:30 AM - 5:00 PM |
| Thursday | 8:30 AM - 5:00 PM |
| Friday | 8:30 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
About
Important information
- Government Actions:Government Action: BBB reports on known government actions involving business’ marketplace conduct:Minnesota Dept of Commerce Consent Order
On September 5, 2023, Kyle Luebeck of the business entered into a Consent Order with the Minnesota Department of Commerce. The Consent Order settles allegations that Mr. Luebeck demonstrated untrustworthiness by improperly transferring confidential customer information while moving from one financial services company to another and failed to timely report an administrative action taken against Respondent's securities registration by another government agency, in violation of Minn. Stat. §§ 60K.43, subd. 1(8) and 60K.54, subd. 1(2022); and Minn. R. 2795.1000 (2021).
Under terms of the Consent Order, Mr. Luebeck agreed to censure and to pay investigative costs of $67.50. The Consent Order was for settlement purposes only and should not be considered as an admission of guilt or finding of violation of the law. For more details go to the below link.
- Government Actions:Government Action: BBB reports on known government actions involving business’ marketplace conduct:FINRA Consent Order
On August 30, 2022, Kyle Luebeck of the business entered into a Consent Order with the Financial Industry Regulatory Authority (FINRA). The Consent Order settles allegations that Mr. Luebeck improperly removed personal information about consumers without consent, failing to observe high standards of commercial honor and equitable principles of trade, a violation of FINRA rule 2010.
Under terms of the Consent Order, Mr. Luebeck agreed to a 10 business day suspension and to pay a $5,000.00 fine. The Consent Order was for settlement purposes only and should not be considered as an admission of guilt or finding of violation of the law. For more details go to the below link.
About This Business
Business Details
- Local BBB:
- BBB of Minnesota and North Dakota
- BBB File Opened:
- 8/9/2017
- Business Started:
- 4/21/2015
- Business Started Locally:
- 4/21/2015
- Business Incorporated:
- 4/21/2015
- Type of Entity:
- Corporation
- Business Management:
- Todd Loudenslager, Partner
- Mr. Daniel K Geisler, Founder/Director
Additional Contact Information
- Principal Contacts
- Todd Loudenslager, Partner
- Mr. Daniel K Geisler, Founder/Director
- Customer Contacts
- Todd Loudenslager, Partner
- Fax numbers
- Other Fax: (952) 444-3870
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of 40232967 for this business, issued by Minnesota Department of Commerce
Minnesota Department of Commerce
85 7th Pl E Ste 500
Saint Paul MN 55101
Additional Information
- Refund and Exchange Policy
- We get paid only if the client is satisfied with our work.
- Referral Assistance
- Minnesota Department of Commerce
85 7th Pl E Ste 500
Saint Paul MN 55101
Phone Number: (651) 539-1500
http://www.commerce.state.mn.us
[email protected] - Business Categories
- Financial Planning Consultants
More Resources
Featured Content
BBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.
As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.