Broker Check
Luke Breeden

After Graduating from the Citadel in 2010 Luke came to work in his family’s Insurance Firm, Breeden Insurance Services, Inc. Located in Lexinton, he is married to his wife Courtney Wilkes Breeden. He has been a fully licensed insurance agent in both Property and Casualty and Life and Health for over 5 years. He joined Consolidated Planning in March of 2014. Luke loves working with both individuals and business owners. "My goal is to help families and business owners protect, build, and maintain greater wealth and understanding. I help my clients to discover Financial Myths and identify failed strategies, financial miscalculations, and help them get organized to achieve financial balance. We focus on protection and cash flow because the key to wealth accumulation is saving and protecting your ability to save. We avoid hot products and common practices employed by many of the advisor world today. We focus on today so that we will have better tomorrows by employing unique strategies tailored to each individual client without asking them to take more risk." Luke holds his series 7, 66 securities registrations, and is an Investment Advisor Representative.

Luke is active in the Lexington Chamber of Commerce, Church, Kiwanis, and his local Masonic Lodge.

 

Registered Representative of Park Avenue Securities & Investment Advisor of Park Avenue Securities, Financial Representative Guardian