Luke Aaron Andreassen

CRD 4982008 · Charles Schwab & Co., Inc. · Oakland, CA

IA RegisteredBroker

Also appears in the source record as: Luke A Andreassen

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 10Series 9Series 66
Registered states (51): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 19
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (12)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Oakland, CA · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Oakland, CA · BC capacity

start not retrieved → present
Td Ameritrade, Inc.
Omaha, NE · BC capacity

Feb 26, 2018 → Apr 2, 2018
Scottrade Investment Management
Saint Louis, MO · IA capacity

Sep 12, 2016 → Apr 2, 2018
Scottrade, Inc.
San Francisco, CA · BC capacity

Sep 29, 2014 → Feb 26, 2018
Td Ameritrade, Inc.
Fort Worth, TX · IA capacity

Feb 2, 2010 → Oct 3, 2014
Amerivest Investment Management, LLC
Forth Worth, TX · IA capacity

Feb 2, 2010 → Oct 3, 2014
Fidelity Brokerage Services LLC
Westlake, TX · BC capacity

Jan 1, 2008 → Feb 24, 2009
Fidelity Investments Institutional Services Company, Inc.
Westlake, TX · BC capacity

Jun 8, 2007 → Jan 1, 2008
Ameriprise Financial Services, Inc.
Hurst, TX · IA capacity

Aug 10, 2005 → Jan 16, 2007
Ameriprise Financial Services, Inc.
Hurst, TX · BC capacity

Aug 3, 2005 → Jan 16, 2007
Ids Life Insurance Company
Minneapolis, MN · BC capacity

Aug 3, 2005 → Jul 3, 2006

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 4982008 ↗ FINRA BrokerCheck record for CRD 4982008 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.