Luke TerHark RICP®
Virtual
In-Person
Specialties
About Me
As a Retirement Income Certified Professional (RICP®), I am passionate about helping clients navigate all stages of their financial journey, from early wealth accumulation to designing sustainable retirement income strategies.
Whether you're just starting to save or are nearing retirement, I provide personalized guidance to ensure that your financial goals are met with confidence and security. Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site. My office is located in Clive, IA, but I also offer remote services to clients in states where I am licensed, ensuring flexible and accessible financial planning support. In addition to working with individuals, I specialize in helping businesses design and implement Cash Balance Plans and 401k plans, offering tailored retirement solutions that meet the unique needs of employers and employees alike. I look forward to working with you to create a customized plan that grows and adapts with you through every stage of life. Outside of work, I enjoy spending time with my wife Karly. If there isn't snow on the ground, you will likely find us at the golf course or an Iowa Hawkeye football game!
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Interests & Hobbies
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Always free for clients.
Credentials
No Designations
Chartered Designations
What do these credentials mean?
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Disclosures
Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates. Home Office: 3300 Mutual of Omaha Plaza, Omaha, NE 68175.Products not available in all states. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. Registered representatives offer securities through Mutual of Omaha Investor Services, Inc. Member FINRA / SIPC . Investment advisor representatives offer advisory services through Mutual of Omaha Investor Services, Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. The information provided is general in nature. It has been obtained from sources believed to be reliable, but no warranty is made as to its accuracy, timeliness or completeness. The information is not intended, and should not be construed as legal, tax or investment advice, or a legal opinion. Consult with your legal, tax or investment professional before taking any action based on this information. This information is not an offer to buy or sell any security © 2021 Mutual of Omaha Insurance Company. All rights reserved.