Morgan Stanley
47yrs
Top advisor by experience in Glenview
27yrs
Monte Luzadder
Full name on record: Monte Gene Luzadder
Financial advisor at Ameriprise Financial Services
Monte Luzadder is a fiduciary financial advisor in Glenview, Illinois, with 27 years in the industry. Monte joined Ameriprise Financial Services in 1999, a firm offering financial planning, investment management, and retirement plan consulting. Ameriprise Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 131 advisors with offices in Glenview, and one of 123 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 22% by experience in Illinois
Office2400 Ravine Way Suite 100, Glenview, IL 60025
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 1999 – nowAmeriprise Financial Services, LLCCurrent firm
Questions to ask Monte
Tailored to Monte’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Monte
How do I contact Monte?
Call Ameriprise Financial Services at 612-671-3131 and ask for Monte Luzadder. Monte works from the Glenview, IL office.
How long has Monte been a financial advisor?
Monte has been in the industry since 1999, about 27 years. Top 22% by experience in Illinois.
What licenses does Monte hold?
Series 66. Tap any license on this page to see what it allows.
Is Monte a fiduciary?
Monte is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Monte paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Monte for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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