Our TeamPlain English,
Personal Guidance
Al Luttman and Mike Braddy came from different backgrounds and separate careers before coming together to form Strategic Investment Partners. Both share a passion and a clear vision for how to help families navigate through their financial lives. Throughout their combined financial careers, now in excess of 50 years, it has always been about helping families plan for and pursue their financial goals.
- 01 Clarity
- 02 Honesty
- 03 Stewardship
Al Luttman
Financial Advisor
In fact, on the very night of his Coon Rapids High School graduation, Al moved out on his own and immediately got a job in the accounting department at a local bank called First Bank, which later became US Bank, where he worked full time while studying accounting.
Hungry for knowledge, Al attended many business seminars. After attending one of these seminars, he decided that he could make a bigger difference in families’ lives by working in the financial services industry than he could in accounting. In 1982, he left the banking and accounting industry to begin his financial services career in insurance and investments.
Today, Al has a successful career that spans several decades. He credits his achievements to the perseverance and strong work ethic he learned from his parents.
He is licensed for life insurance, health insurance, and variable annuities in Minnesota and holds the following securities registrations: Series, 7, 65, and 63.
Mike Braddy
Financial Advisor
Soon after earning his Bachelor of Arts degree from Cornell College and his master’s degree from the University of Missouri School of Business and Public Administration, he entered the financial services business.
That was in 1998, during the boom before the tech bubble burst. At that time, the industry was focused on products and returns, but Mike was more interested in helping families with comprehensive financial planning and teaching other advisors to do the same. Later that year, his path intersected with Al’s.
He is licensed for life insurance, health insurance, and variable annuities in Minnesota and holds the following securities registrations: Series 24, 7, 65, and 63. Mike also serves as the Branch Office Manager, providing compliance support and oversight for the operation.
Aaron Locke
Financial Advisor
Aaron graduated from Santa Clara University in 2003 with a BS degree in Finance. Aaron holds the Chartered Retirement Planning Counselor (CRPC) designation, and has the following securities registrations: series 7, 66 . He is also licensed as a life and disability insurance agent.
Aaron currently resides in West Bloomington with his wife Katie and their two children, Lucy and Staton John, and is very active in his community. He has been involved with Habitat for Humanity, Sharing and Caring Hands and The Special Olympics. In his spare time Aaron enjoys golfing, working out and coaching his kids’ sporting activities.
GUIDES & WHITE PAPERS
We have written many guides for you to read through at your leisure. Download them, print them out and sit back with a cup of coffee to be knowledgeable about your money.