Dylan Lueckenotte with the Wallstreet Group

At the Wallstreet Group, we want to help provide you with information about your finance and insurance needs, and then help you make goals and work towards achieving them. Whether you own a business or need financial services for personal use - I would be honored if you would consider me to assist. We provide many different financial services for you and your business, so I wanted to take a moment to explain them to you. Brokerage/Asset Managed Accounts A brokerage account is defined as an account that allows you, as an investor, to deposit funds and place investment orders with a licensed broker or brokerage firm, like the Wallstreet Group. This can include stocks and bonds, and can be an excellent choice if you are hoping to get more interest than a savings account can provide. If you think this would be a smart choice for you, I would be glad to discuss them with you. IRA’s IRA stands for Individual Retirement Account, and it’s a type of savings account designed to assist...

For a few weeks, I’ve been focusing on information about the insurance and financial world, but I wanted to take a short break and introduce myself to you through my blog. It’s easy to compose articles about our full-service insurance company in Jefferson City, MO, or to update you on the benefits that our financial service agency provides, but Wallstreet Group is also all about family and getting to know people individually – so I would like for you to get to know a little bit more about your financial and insurance assistant. Why did you decide to pursue insurance and financial planning for your career? I started interning at Wallstreet in College, and fell in Love with the company and the career. I believe that Deep Dive Insurance Services and Financial Planning are key to the success for every Employer and Individual. Everyone has unique insurance and financial needs, and I love the challenge/ reward of helping people meet those needs. What college did you go to, and what...

At the Wallstreet Group, we assist many businesses with all aspects of their business from finances to insurance. On the financial side of your company, we want to help you set goals and then meet them, and one way I can assist you with this is through benchmarking. We provide many services but our Plan Design Services are geared just for you and your business. Here is How I Can Help Owning a business is complicated enough, not to mention having to stay on top of laws and regulations, manage your finances, and still set goals for the future. Here is how my team at the Wallstreet Group and I can assist you: Compliance Have you ever noticed how many rules and regulations are governing employee benefits? They are constantly changing and evolving, and staying up to date and in compliance with these rules can be exhausting. I not only stay immersed in them on a daily basis, but I can help provide you with information to assist you. We can send you Compliance Bulletins and com...

IRA stands for Individual Retirement Accounts, and no matter how young you are, it’s never too early to get started. If you aren’t familiar with IRAs, now is a great time to learn more about them and even get started on your road to retirement savings. Here at the Wallstreet Group , we know how important it is to save for your future and to help you feel more empowered, we have answers to a few frequently asked questions about IRAs. What is an IRA? As mentioned above, an IRA is an individual retirement account, and the goal is to help you save for your retirement. It can offer many tax advantages, which is just one reason many individuals choose to use them for retirement savings. There are two types of IRAs, Roth and Traditional. Who can open an IRA? If you are under the age of 70.5, you can open a traditional IRA, but you can start a Roth IRA at any age if you have earned income. If you’re already teaching your children about savings and retirement (good for you!) the tax-...