Samuel C. Lookner,  CFP<sup>&reg;</sup> - Financial Advisor

Samuel C. Lookner, CFP®

ChFC, CLU, MBA

Financial Advisor

Ameriprise Financial Services, Inc.

20 Walnut St, Ste 318
Wellesley, MA 02481
FINANCIAL ADVISOR'S WEBSITE
(781) 237-0200

General

Samuel Lookner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, Inc. in Wellesley, MA and the surrounding communities.

Financial Advisor Experience

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance: MA, NH, RI, CT
  • Health/disability insurance: MA, NH, RI, CT
  • Fixed annuities: MA, NH, RI, CT
  • Variable annuities: MA, NH, RI, CT

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Business Taxes, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Life Planning, Starting a Family, Succession Planning, Sudden Wealth, Personal Taxes

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