Sandra E. Lutkenhoff - Morgan Stanley Smith Barney Financial Advisor - Bloomfield Hills, MI
Morgan Stanley Smith Barney
Sandra E. Lutkenhoff
Consulting Group
Vice President
Financial Advisor
CERTIFIED FINANCIAL PLANNER
40701 Woodward Avenue
Suite 200
Bloomfield Hills, MI 48304
tel: (248) 723-1832
toll-free: (800) 334-8866 
fax: (248) 723-1850
Email Me

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations
  • Rockpointe Community Church
    Finance Committee
    Sterling Heights, MI
  • Speaker at Birmingham Community House
  • Adult Enrichment Teacher at West Bloomfield, Rochester
Services
  • 529 Plans
  • Alternative Investments
  • Asset Management
  • Corporate 529 Plans
  • Corporate Pension Funds
  • Corporations
  • Estate Planning
  • Family Consulting
  • Financial Planning
  • Fixed Income
  • Futures
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Qualified Plans
  • Retirement Planning
  • Trust Services and Accounting
  • Wealth Management
Education and Licensing
  • Bachelor of Science
    Michigan State University
    East Lansing, MI
  • Certified Financial Planner
  • Series 7 - General Securities License
  • Series 31 - Futures License
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance Licensed
Honors and Recognition
  • Appeared on Channel 15 Bloomfield as a Financial Topics Speaker
  • Regular Speaker for Michigan State Medical Association, Michigan Osteopathic Association and Michigan Association of Family Practitioners
  • Speaker at Michigan Business Professional Association Annual Women's Conference
Business Experience
  • Morgan Stanley Smith Barney

    Vice President
    Certified Financial Planner
    Bloomfield Hills, MI
  • UBS Financial Services

    Vice President - Wealth Management
    Financial Advisor
    Birmingham, MI

Bulletin Board

  • Ask me about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals. To learn more, email me.

  • As Certified Financial Planners, our Financial Advisors review your whole financial picture to educate you on the best decisions for you & your family to obtain reasonable returns within your risk tolerance while providing high quality of service. To learn more, email us.

Sandra E. Lutkenhoff is licensed in the following state(s): CA, FL, GA, IL, IN, ME, MI, NC, NY, SD
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
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Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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