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Wealth Management Meet our advisors

Luke Cummings

SAFE Wealth Advisor

CA Insurance License #0F05065
Registered for Securities in: CA, CO, ID, NC, NV, OR, WA, WY*
Registered as Investment Advisor Representative (IAR) in: CA*
*Securities Registrations are held with LPL Financial

Knowing that each investor's goals, objectives, and risk tolerance are different, Luke Cummings focuses on understanding his client’s needs within the big picture before discussing an individual investment strategy.

Building long-term relationships with individuals and small businesses, Luke is committed to helping members and clients pursue their long-term financial goals. He enjoys strategizing with members on pre-and post-retirement preparation as well as helping them to create a plan for accumulating and conserving wealth.

Luke graduated from Simpson College in Redding, California with a degree in business administration. He is experienced with a wide range of products including stocks, federal tax-free bonds, taxable bonds, exchange-traded funds, mutual funds, annuities, life insurance, long-term care insurance, and much more.

On weekends, Luke is usually enjoying nature with his wife, and three children. A true outdoors-loving family, they love hiking, fishing, and camping.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

 


LPL Financial Advisors are registered with and securities and advisory services offered through LPL Financial,
a Registered Investment Advisor, Member FINRA /SIPC .
Insurance products offered through LPL Financial or its licensed affiliates.

Not NCUA Insured
No Credit Union Guarantee
May Lose Value
 

SAFE Wealth Advisors are employees of SAFE Credit Union and are registered representatives through LPL Financial, Member FINRA/SIPC . SAFE Financial Services and SAFE Credit Union: Not a registered broker dealer; Not affiliated with LPL Financial.

The LPL Financial Advisors associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, CA, CO, FL, HI, ID, IL, NC, NM, NV, NY, OH, OR, TX, UT, VA, WA, WY

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