Qualifications

Tom Luing's educational background includes an MBA from the Carlson School of Management, University of Minnesota and a Bachelor of Arts in financial economics, and psychology, from Gustavus Adolphus College.

Tom also holds various professional designations and securities licenses to sell a variety of investment and insurance products, including:

You will find Tom dedicated to developing lasting relationships.  From  helping you assess your personal financial situation, to developing a customized financial program, Tom includes you in the management of your finances.  He makes the process understandable, enjoyable, and achievable.

One of the benefits of working with Tom is his proven ability to provide clear, easily understood explanations of financial products and services. He has a personalized program that becomes a roadmap to take you toward a more secure financial future, and help you achieve your dreams.

Tom uses his considerable financial expertise and resources to help you achieve your personal financial goals, giving you the freedom to pursue your dreams and enjoy the things in life you desire.

Tom has been awarded the Five Star Wealth Manager Award, for 6 consecutive years, 2015 through 2022, a multi-year award winner. The Five Star Wealth Manager Award is administerd by Crescendo Business Services, LLC (dba Five Star Professional).  The Award is based on 10 objective criteria.  See more details under Featured Links.

* Access information on the Investmentment Professional and the Firm at FINRA's BrokerCheck