David Lukas Financial
About this Advisor
Jeremy Stevens is a financial advisor based in Maumelle, Arkansas, who has been in the financial industry for 22 years. Stevens currently works for David Lukas Financial. Their career trajectory has included roles at Entergy Services, Us Air Force and David Lukas Financial. Stevens maintains a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Arkansas. David Lukas Financial is a business operating out of Maumelle, Arkansas. It manages $23 million in total assets among its 160 client accounts, placing it among the smaller firms in the nation by assets under management. Of its 160 customer accounts, just 9% are held by high-net-worth investors who have more than $1 million in assets. The business provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules typically are based on the type of services provided. However, fee types billed by David Lukas Financial most likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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David Lukas Financial Brokerage Details
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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
Jeremy Stevens Work History
Jeremy has 22 years of experience.
David Lukas Financial
Us Air Force
Jeremy Stevens has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at David Lukas Financial