Lucas Traxler (CFP®)
Planning Specialties
As an Advisor, Luke works with individuals and families to create custom financial life plans to help them achieve their short- and long-term goals. Luke is also a member of the JNBA Financial Planning Committee. He originally joined JNBA in 2012 as an intern.
“Being an advocate means always doing the right thing and working to fully understand a client’s situation before providing recommendations. It means giving clients the best advice possible and helping them achieve their goals through good planning and advice.”
Luke has a Bachelor of Business Administration in financial markets-finance and a minor in financial planning from the University of Minnesota Duluth (UMD). He is a Certified Financial Planner™ professional.
Luke and his wife, Tatiana, enjoy traveling, playing volleyball, board games with friends, and cycling to different breweries around town. Luke also has a passion for hiking, playing basketball, and anything Minnesota sports related.
Luke is an active volunteer with the American Red Cross, supports his hometown VFW, and has been known to jump in a frozen lake to raise money for Special Olympics Minnesota.
NAPFA Start Date
July 13, 2018
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