Luke Van de Loo (CFP®)
Luke Van de Loo focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
We work with a wide variety of people, but especially enjoy financial planning for people who are:
- Planning for semi-retirement and retirement;
- Compensated with stock or stock options;
- Facing a major life transition.
Our firm services are unique among NAPFA members because we offer a comprehensive annual retainer, including tax planning.
Additional Information
Luke was born and raised in Eau Claire, Wisconsin. He graduated with a degree in Finance from the University of Illinois at Urbana-Champaign. Luke is a CERTIFIED FINANCIAL PLANNER™ professional.
Luke began his career at a Registered Investment Advisor firm located in Wisconsin. He moved to Chicago and joined Sullivan Mermel, Inc. in 2019, becoming a partner in 2022.
Outside of the office, Luke enjoys spending time with his wife, Annika, and his two children. His other interests include books, soccer, and connecting with family and friends.
NAPFA Start Date
September 18, 2024
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