• Sam Luetgers, CFS®

    Registered Associate

  • Joined July 2017
  • Iowa State Graduate
  • Pursuing CHARTERED FINANCIAL ANALYST™ designation
  • Enjoys spending time with friends & family, sports, and traveling
  • Minnesota Vikings and food enthusiast

Sam Luetgers is a Registered Associate and a CERTIFIED FUND SPECIALIST™. He is our financial analyst. His responsibilities include investment strategy, asset allocation, implementing and updating model portfolios. He also prepares performance research and the monitoring of your investments.