49 Financial
Luke Winskowski, CFP® MBA, serves as the President of 49 Financial and the Executive in Residence at F2 Strategy, Inc, which specializes in consulting services within the wealth management sector. Previously, Luke held significant leadership roles at Thrivent, including Senior Vice President of Advice & Wealth Management, where contributions included leading the transformation of a legacy business and spearheading the development of a corporate hybrid RIA platform recognized as RIAs Innovator of the Year in 2021. Luke's career began at Accenture as a Financial Analyst, advancing through various roles at Thrivent Financial, from Financial Associate to Partner. Luke holds an MBA from the University of Minnesota's Carlson School of Management and a BA in Financial Economics and Psychology from Gustavus Adolphus College.
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49 Financial
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49 Financial strives to serve people by taking a holistic approach when looking at their financial situation. Whether we can add value through implementing a full financial plan or by complementing your current financial situation, our goal is to meet you where you are. 49 Wealth Management, LLC d/b/a 49 Financial, is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. All investment advisory activities are performed through 49 Financial. All commissionable product sales are performed through and under the supervision of Oakwood Capital Securities (“Oakwood Capital”). 49 Financial and Oakwood Capital are not affiliated entities. Please visit https://adviserinfo.sec.gov/firm/summary/319484 For additional information regarding 49 Financials’ services, fees, conflicts of interest, and other important information. The information on this LinkedIn page is for informational purposes only and does not constitute a recommendation or offer to sell any securities or investment advisory services. All information provided here is based on sources believed to be reliable but is not guaranteed as to accuracy or completeness. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended and should not be relied upon as investment, insurance, tax, or financial advice. 49 Financial and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content.