David
Lukas

David Lukas Financial

CRD#4619433
Investment Advisor
in Maumelle, AR

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About this Advisor

David Lukas is a financial advisor whose office is in Maumelle, Arkansas. Currently a registered investment advisor with David Lukas Financial, Lukas has 11 years of professional experience in the financial advisory industry. Lukas holds a Series 65 license, qualifying the advisor as an investment advisor representative. Lukas is registered to operate based out of Arkansas and Louisiana. During their career, Lukas has held roles at Signature Investments Inc, National Bank Of Arkansas and David Lukas Financial. David Lukas Financial is headquartered in Maumelle, Arkansas. As a company, David Lukas Financial oversees $23 million in assets dispersed across 160 accounts and retains four staff members. The amount of assets the firm manages places it among the smaller firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 9% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. David Lukas Financial offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

Yes

Office Location

9792 Maumelle Blvd
Maumelle, AR 72113

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David Lukas Financial Brokerage Details

Total Assets Under Management

$22,983,000

AR Average: $880,205,985
Total Number of Employees

4

AR Average: 42
Total Number of Accounts

160

AR Average: 1,714
Average Account Size

$143,644

AR Average: $513,539

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

David Lukas Work History

David has 11 years of experience.

2012 - Present (9 years)

David Lukas Financial

2015 - 2015 (< 1 year)

Signature Investments Inc

2015 - 2015 (< 1 year)

Signature Investments Inc

2015 - 2015 (< 1 year)

Signature Investments Inc

2009 - 2012 (3 years)

National Bank Of Arkansas

Disclosures

David Lukas has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at David Lukas Financial

David Lukas
Maumelle, AR
Jeremy Stevens
Maumelle, AR

This content was compiled from the SEC and FINRA.

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