Dylan Lueckenotte, CFP®
Financial Advisor
Providing advisory services in all 50 states
Dylan Lueckenotte joined Wallstreet Group after graduating from the University of Missouri - Columbia in the spring of 2016. He previously served as a Financial and Group Benefits Intern for three years at Wallstreet Group.
After transitioning to an Employee Benefits Counselor and Account Executive, Dylan began traveling statewide to assist employers in finding effective strategies for their Employee Benefit Programs. Following a successful first year, he pursued his CFP® designation and securities licenses to enhance his role as a Financial Advisor, leveraging his financial expertise to bring innovative perspectives to employee benefits.
Dylan specializes in deep-dive benchmarking of employer-sponsored retirement plans and unique funding alternatives for employer group medical insurance. He holds a Bachelor of Science in Business Administration from the University of Missouri – Columbia, with an emphasis in Finance, Banking, and Real Estate. He earned Dean’s List honors in 2012, 2013, and 2014, and is a Kappa Alpha Order alumnus. Dylan holds multiple licenses, including the State of Missouri Health and Life License, along with Series 7 and Series 66 registrations, in addition to his Certified Financial Planner (CFP®) designation.
Dylan is committed to providing valuable insights and support to employers, helping them navigate the complexities of employee benefits and retirement planning.
Wallstreet Group Advisors
1530 Rax Court
Jefferson City, Missouri 65109
*Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC.
**Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Wallstreet Advisors and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).