Business ProfileforLuebeck Geisler Hamm Wealth Management, Inc.
Additional business information
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.
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.
At-a-glance
Related Categories
Overview
Business Details
- Location of This Business
- 11800 Singletree Ln Ste 406, Eden Prairie, MN 55344-7900
- BBB File Opened:
- 8/9/2017
- Years in Business:
- 9
- Business Started:
- 4/21/2015
- Business Started Locally:
- 4/21/2015
- Business Incorporated:
- 4/21/2015
- 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
These agencies may include:
Minnesota Department of Commerce
85 7th Pl E Ste 500
Saint Paul MN 55101
- Type of Entity:
- Corporation
- Hours of Operation
Primary
- M:
- 8:30 AM - 5:00 PM
- T:
- 8:30 AM - 5:00 PM
- W:
- 8:30 AM - 5:00 PM
- Th:
- 8:30 AM - 5:00 PM
- F:
- 8:30 AM - 5:00 PM
- Sa:
- Closed
- Su:
- Closed
- Business Management
- Todd Loudenslager, Partner
- Mr. Daniel K Geisler, Founder/Director
- Contact Information
Principal
- Todd Loudenslager, Partner
- Mr. Daniel K Geisler, Founder/Director
Customer Contact
- Todd Loudenslager, Partner
- Additional Contact Information
Fax Numbers
- (952) 444-3870Other Fax
Email Addresses
- Primary
- Customer Service
- (952) 444-3870
Customer Complaints
0 Customer Complaints
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