Donald
Lueke

Camelot Advisors, LLC

CRD#1962691
Investment Advisor
in Kansas City, MO
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About this Advisor

Donald Lueke is a certified financial planner located in Kansas City, Missouri. Currently a registered investment advisor at Camelot Advisors, LLC, they have accrued an impressive 29 years of work experience in the financial advisory industry. Lueke holds Series 63, Series 65 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Lueke is able to act as an advisor in Missouri. Throughout their career, Lueke has worked at Berthel Fisher & Company Financial Services, Inc, Self, Don Lueke & Associates, Overland Capital, Heritage First, Inc, Nfp Securities Inc, Ibn Financial Services Inc and Camelot Advisors LLC. Camelot Advisors, LLC is based out of Kansas City, Missouri, and operates out of eight additional brick-and-mortar locations across the country. As a company, Camelot Advisors, LLC manages $80 million in assets throughout 615 client accounts and employs eight staff members. The firm's total assets under management places it among the smaller financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisory firm's 615 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Camelot Advisors, LLC can provide financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 65, Certified Financial Planner

Years of Experience

29 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

800 W. 47Th Street Suite 709
Kansas City, MO 64112

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Camelot Advisors, LLC Brokerage Details

Total Assets Under Management

$156,369,702

MO Average: $2,106,341,625
Total Number of Employees

12

MO Average: 34
Total Number of Accounts

701

MO Average: 1,972
Average Account Size

$223,067

MO Average: $1,068,125

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Donald Lueke Work History

Donald has 29 years of experience.

2016 - Present (3 years)

Ibn Financial Services Inc

2016 - Present (3 years)

Camelot Advisors LLC

2008 - Present (11 years)

Heritage First, Inc

2007 - Present (12 years)

Don Lueke & Associates

1989 - Present (30 years)

Self

2010 - 2016 (6 years)

Nfp Securities Inc

2007 - 2009 (2 years)

Overland Capital

2004 - 2010 (6 years)

Berthel Fisher & Company Financial Services, Inc

Disclosures

Donald Lueke has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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