Our Purpose – To create a financial legacy that transcends your generation

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Check the Background of these financial Professionals on Finra’s BROKERCHECK

Guiding Principles

With information and finances moving at the speed of light today, we understand the challenges in managing personal and business finances in the ever-changing financial landscape. We also know that your time is one of the most precious assets you have. Our team of Advisers is ready to work with you to build an authentic, personalized, and innovative wealth management strategy that pursues your needs. We are here to counsel and serve.

We exist to serve our clients for generations. Whether directing the financial well-being of your home or business, we work tirelessly to give clients the most compelling ideas to enhance their planning. Our core philosophy centers around the importance of education revolved by high moral and ethical standards.

Our Process

Strategy First. Real Results.

When you engage with our team, we help you articulate your financial goals and structure your financial ecosystem to pursue them.

Meeting #1 – Initial Consultation (30 Minutes)
You can consider this as a “First Date”, where we get to know each other, share expectations, and determine whether our team is a good fit for you. We establish priority needs and outline specific steps for the next meeting.

Services Options

You choose how we serve you

Priority needs

Implementing single solutions to an existing plan
Needing a product solution to an immediate issue
Looking for 2nd opinion on current plan


Exploring how to take finances seriously
Desiring to build a positive net worth
Looking for accountability on financial goals


Becoming established in career
Aspiring to accelerate net worth growth
Pursing greater financial efficiencies and leverage


Contemplating specific plans for retirement
Approaching or living retirement
Seeking help with lifestyle transition
Searching for clarity about retirement income


People who are confident in their retirement standard of living
Concerned about estate erosion
Seeking to maximize the transfer of assets
Passionate about charitable giving

Our Team

Our team - partnerS

Kyle J Luebeck

As a founder of a fiduciary advisory firm, Kyle believes the definition of success with clients is a thorough understanding of clients’ goals and objectives, and clear and effective communication within the client relationships. Grateful for each client, he strives to provide a personal and proactive plan that allows clients to feel confident in their path and comfortable in the relationship.

Kyle moved to Apple Valley, MN after obtaining his degree from Winona State University. He studied Economics at St. Olaf College and Business Administration at Winona State University. From there, Kyle started his career in financial services in late 2010. He currently holds FINRA 6, 63, and 65 licenses, as well as Life, Accident & Health insurance licenses. He has been published in Chiropractic Economics, holds his FSCP designation, and achieved Court of Honor MDRT.
Spending time with his wife Amanda, daughter Keira, and his son Deklan is his motivation every morning. In Kyle’s spare time, he enjoys woodworking, traveling to new places, and cooking for friends and family.


Before becoming a founder of Luebeck Geisler Hamm Wealth Management, Dan spent 10 years working at several large brokerage firms where he was responsible for a practice of over $500 million in assets. Over the years he has garnered a bulldogged reputation for always taking care of his clients and their families. He holds FINRA Series 7, 63, and 66 licenses and Life and Health insurance licenses.

Dan graduated from Winona State University with degrees in Finance and Business in addition to Alternative Investments from Harvard Business School. At WSU he was a sitting member of the College of Business Student Advisory Board and played an active role in helping the university become accredited. He also served as Vice President of the Financial Management Association. As an athlete, he spent many early mornings on the water with the WSU Rowing Team.

Outside of the office, Dan enjoys rowing, scuba diving, and spending time with friends and family. He lives in Bloomington, MN with his wife Amanda.


Before becoming a founder of Luebeck Geisler Hamm Wealth Management, Brian cultivated a successful wealth management practice, relying on his client-focused approach and intense goal-orientation. He holds FINRA Series 6, 63, and 65 securities licenses as well as his Life and Health license.

Brian attended Slinger, WI High School, graduating with honors and serving as captain of the football team. He attended Carroll University where he played football, was the treasurer of APICS, and graduated with honors. After graduation, Brian immediately entered the financial services industry, in which he has served clients for over 10 years. 

Brian is happily married to his wife, Tia, and both are enjoying the newest addition to the family, son Ronnie. When not working they enjoy traveling, entertaining friends and family, and spending time with their chocolate lab Hunter. They enjoy their summers boating on Big Cedar Lake. Brian is also an avid hunter and enjoys fishing.