Verified recordFinancial Services

Luke Plese

Senior Financial Advisor Vice President - Investments at Wells Fargo Advisors

Based in Milwaukee, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Milwaukee

Industry

Financial Services

Company size

15K

Contact information

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Email

1 credit

l•••••••@wellsfargoadvisors.com

Phone

5 credits

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Background

About Luke Plese

As a Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management strategies - delivered with the highest level of personal service and professional integrity. I strive to help each one of my clients plan for a financial future in a way that best meets his or her goals. Away from the office, I enjoy golfing, fishing, traveling and spending time with my family. My wife Jenny and I live in Germantown with our daughters Chloe & Charlotte, son James and our black lab, Bear. This information is intended for use only by residents of: AL, AR, AZ, CA, CO, FL, GA, IL, KS, MA, MI, MN, MT, NC, NE, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI, and WY. Please contact me by e-mail at: luke.plese@wellsfargo.com Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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