Stephen
Lukan

John E. Sestina And Company

CRD#6643070
Investment Advisor
in Columbus, OH

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About this Advisor

Stephen Lukan is a certified financial planner operating out of Columbus, Ohio with 7 years of relevant experience. Lukan works at John E. Sestina And Company. During their career, the advisor has held roles at John E. Sestina And Company. Lukan is registered to operate in Kentucky, Louisiana, Maryland and Ohio. John E. Sestina And Company is an advisory business based in Columbus, OH. The firm has offices in two locations and a total of 18 employees. It controls $451 million in total assets among its 2,595 accounts, making it one of the larger firms in the country by assets under management. Of its 2,595 accounts, just 7% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which service is provided. However, fee types charged by John E. Sestina And Company likely consist of asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 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

Office Location

1161 Bethel Road, Suite 201
Columbus, OH 43220

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John E. Sestina And Company Brokerage Details

Total Assets Under Management

$451,133,956

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

18

OH Average: 34
Total Number of Accounts

2,595

OH Average: 1,972
Average Account Size

$173,847

OH Average: $1,068,125

Investment Advisory Services

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

Stephen Lukan Work History

Stephen has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

John E. Sestina And Company

2002 - Present (22 years)

John E. Sestina And Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stephen Lukan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at John E. Sestina And Company

Craig Constantinovich
Columbus, OH
Monica Prinkey
Columbus, OH
Spencer Hagar
Columbus, OH
Kimberly Wirtz
Columbus, OH
Tyler Cook
Columbus, OH
Stephen Lukan
Columbus, OH
Anthony Payne
Columbus, OH
Robert Aaron Hammack
Columbus, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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