Joseph
Affatigato

Luken Investment Analytics, LLC

CRD#6764272
Investment Advisor
in Brentwood, TN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joseph Affatigato is a financial advisor based in Brentwood, Tennessee, working with Luken Investment Analytics, LLC. Joseph has previously held positions at Nylife Securities LLC, New York Life Insurance Co, Kossuth Fish Market, Express Employment Professionals, Catskill Shed Co, Bny Mellon, Buffalo State, Premier Private Wealth LLC, Luken Investment Analytics, Ubs, and Concrete Mystique. Joseph has passed the Series 65 regulatory exam and is registered to provide services in Tennessee. Currently, Joseph is part of Luken Investment Analytics, LLC, which operates out of Brentwood, Tennessee. The firm has 6 employees and manages assets totaling $200.9 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and the publication of newsletters. The fee structure at Luken Investment Analytics, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Subscription Fees

Office Location

136 Frierson Street
Brentwood, TN 37027

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Luken Investment Analytics, LLC Brokerage Details

Total Assets Under Management

$200,869,615

TN Average: $730,596,643
Total Number of Employees

6

TN Average: 15
Total Number of Accounts

519

TN Average: 968
Average Account Size

$387,032

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters

Joseph Affatigato Work History

2023 - Present (1 year)

Luken Investment Analytics

2022 - 2023 (1 year)

Premier Private Wealth LLC

2020 - 2022 (2 years)

Ubs

2019 - 2020 (1 year)

Concrete Mystique

2017 - 2019 (2 years)

Nylife Securities LLC

2017 - 2019 (2 years)

New York Life Insurance Co

2016 - 2017 (1 year)

Express Employment Professionals

2016 - 2016 (< 1 year)

Bny Mellon

2014 - 2015 (1 year)

Catskill Shed Co

2011 - 2015 (4 years)

Buffalo State

2007 - 2015 (8 years)

Kossuth Fish Market

Disclosures

Please visit the SEC profile of Joseph Affatigato 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 Luken Investment Analytics, LLC

Sarah Terrell
Brentwood, TN
Mary O'Leary
Brentwood, TN
Joseph Affatigato
Brentwood, TN
Gregory Luken
Brentwood, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started