Andy Lucking, CFP®< Back to Team
Andy has been in the wealth management industry since 2002. He specializes in comprehensive financial planning with an emphasis on retirement income and investment management. He enjoys working with families and small businesses to find tax efficient solutions to their all their financial goals.
Andy is a graduate of the University of St. Thomas, Opus College of Business. Graduating with a finance major and economics minor. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner. In 2011, 2012, 2013, 2014, 2016, and 2019 Andy was selected as a Five Star Wealth Manager, as seen in Mpls/StPaul Magazine.*
Andy and his wife, Heather, reside in St. Paul. They enjoy traveling, hiking and trying new restaurants.
Andy’s Cell: 651-402-2143
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,504 Twin Cities-area wealth managers were considered for the award; 671 (19 percent of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers’ future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.