Your Certified Financial Planner

When compared to many others on the team at the Wallstreet Group, I could still be considered the “new guy”. Yet, I’ve been serving the company for over three years as both a Financial and Group Benefits Intern, and am now a part of the team full time after graduating from the University of Missouri in Columbia spring of 2016. I am continuing my education because I want to provide a better experience for you, so I am proud to announce that I’ve gotten my CFP® (Certified Financial Planner) certification! I am honored to be able to add to my experience with this certification because it will allow me to serve YOU better. Here is a news release that can give you a bit of insight into this certification and how it can benefit you as a customer.


Press Release About Dylan Lueckenotte, CFP®


Dylan Lueckenotte, CFP®, Financial Advisor at Wallstreet Group in Jefferson City, MO has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Mr. Lueckenotte has worked at Wallstreet Group since 2014, and is responsible for Individual Financial Planning and Group Retirement Plans. 
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards. 
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 76,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.

Start Making Financial Goals


At the Wallstreet Group, we are proud to not only provide a quality service, but we have experienced individuals to assist you. From financial planning to insurance plans that vary depending on your needs, we are here to help. Do you want to learn more? Please visit my website for an overview of my financial services in Jefferson City, MO, and learn more about the insurance products in Missouri that I offer. We are a full-service insurance, group benefits, and financial services agency. We pride ourselves on providing objective advice and solutions to YOU, our clients. Would you like a FREE quote or consultation? Give me a call at 573-636-3222 today.

You can trust the Wallstreet Group to assist with your financial and insurance goals - follow us to learn more!


Dylan Lueckenotte, CFP®
Wallstreet Group
1530 Rax Court
Jefferson City, MO 65109

573-636-3222
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*Securities and Advisory Services offered through Client One Securities, LLC Member FINRA / SIPC and an Investment Advisor. Wallstreet Group and Client One Securities, LLC are not affiliated.
Location: Jefferson City, MO, USA

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