Lucas Traxler (CFP®)

Lucas Traxler focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Planning Specialties

Working closely with fellow JNBA Advisors and client service team members, Luke enjoys advising individuals and families throughout the wealth management process to help them achieve their life goals. Luke is a Certified Financial Planner™ (CFP®) and active member of the firm’s Financial Planning Committee.

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.

Luke and his wife Tatiana live in Crystal, Minnesota and enjoy traveling, playing volleyball, board games with friends, and cycling to different breweries around town on the weekends. Luke also has a passion for hiking, playing basketball, and anything Minnesota sports related.

Luke is involved in volunteer activities around his hometown of Le Center and Minneapolis. Whether it is volunteering with the America Red Cross, a steak dinner at the VFW, or jumping in a frozen lake for Special Olympics Minnesota, Luke enjoys staying busy and giving back to his community.

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: (952) 844-0995