Oct 16, 2024 | CAIS E2 | Guest: Luke Doedtman, CFP®, Certified Financial Planner, Brücke Financial, Inc.

This was a GREAT “Breakaway Success story” !!! 🙌 🙌 🙌 Luke went from having $10M AUM at one of the national BDs. Left with nothing. Then… within 6 years… built a $200M AUM successful RIA.
  • Jan 13, 2025
More: On Location
Oct 1, 2025 | The Summit - Tempe AZ E8 | Guest: Matthew Jarvis, Co-Founder, The Perfect RIA

Oct 1, 2025 | The Summit - Tempe AZ E8 | Guest: Matthew Jarvis, Co-Founder, The Perfect RIA

Oct 1, 2025 | The Summit - Tempe AZ E7 | Guest: Shelby Nicholl, Founder + Lead Consultant, Muriel Consulting

Oct 1, 2025 | The Summit - Tempe AZ E7 | Guest: Shelby Nicholl, Founder + Lead Consultant, Muriel Consulting

Oct 1, 2025 | The Summit - Tempe AZ E6 | Guest: Scott Danner, EVP, Head of Legacy, Steward Partners

Oct 1, 2025 | The Summit - Tempe AZ E6 | Guest: Scott Danner, EVP, Head of Legacy, Steward Partners