Luke Flohr

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Richland, WA 99354

Credentials

Series 66

Industry experience

3 years

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management

Occupation focus

Military & Veterans Founder/Business Owner

Work history

Edward Jones

2022 - Present (4 years)

Blockchyp

2020 - 2022 (2 years)

DBAT Columbia Basin

2019 - 2022 (3 years)

Sarah Flohr Media

2018 - 2022 (4 years)

Isagenix - Network

2014 - 2022 (8 years)

City of Richland

2001 - 2022 (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

David S

Series 66

Richland, WA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer ESG / Sustainable investing Government Employee

Ruben B

Series 66

Kennewick, WA

Merrill

Ruben Bojorquez is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In his role, he works closely with clients to define their financial goals and develop portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adjusts client portfolios as their circumstances evolve. With expertise spanning general investing, retirement planning, and saving for unforeseen events, Ruben focuses on understanding what matters to his clients and their families. This client-centered approach enables him to craft personalized financial strategies that pursue their goals effectively. Ruben holds a Bachelor's Degree from Washington State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA).

General retirement planning Wealth management Passive / index investing Retirement income strategy Income planning

Jay F

Series 66

Kennewick, WA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Founder/Business Owner

Sean H

CFP®, Series 66

Richland, WA

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Technology Professional Oil & Gas

Aaron R

Series 66

Richland, WA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Michael R

Series 63, Series 65

Kennewick, WA

Merrill

Michael Rader is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael earned his High School Diploma from Victor Valley High School. His credentials reflect his focus on retirement planning and fiduciary responsibilities within wealth management.

General retirement planning Retirement income strategy Income planning
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