Lucas Traxler (CFP®)

Additional Information

Working closely with JNBA Senior Advisors and the TD Ameritrade Service Team, Luke enjoys helping clients and colleagues with the day-to-day servicing of accounts and acting as a liaison for clients throughout the wealth management process. He is proud to have earned his Certified Financial Planner™ (CFP®) designation and for the added benefit that designation brings to JNBA clients.

Originally from Le Center, Minnesota, Luke graduated from the University of Minnesota Duluth where he earned a Bachelor of Business Administration in Financial Markets-Finance and a minor in financial planning.

When he is not at work you can typically find Luke playing basketball, cycling, snowboarding, playing volleyball, or hanging out with his friends at the beach or parks around Minneapolis.

Luke tries to stay active in his hometown community of Le Center, Minnesota.  Having grown up with parents that were ingrained in what seemed like everything around town, he will regularly makes trips to help with VFW dinners, the community stand during the fair, and many church events.

Favorite quote:  “True knowledge exists in knowing that you know nothing.” –Socrates.

NAPFA Start Date

July 13, 2018

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This Office

324 West Superior St Ste 200 Duluth, MN 55802-1707 Phone: (800) 675-4793

Other Offices

8500 Normandale Lake Blvd Ste 450 Minneapolis, MN 55437-3806 Phone: (800) 675-4793