Donald Lueke
Advisor at AE Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at AE Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Kansas City, MO 64112
Credentials
CFP®, Series 63, Series 65
Industry experience
29 years
Donald Lueke is a CFP® professional with 29 years of experience in the financial services industry. He is currently with AE Wealth Management, LLC and has held roles at Heritage First Tax Advisory, Wealth.com, and several other firms. In addition to his advisory work, he is involved in financial literacy efforts through the Society for Financial Awareness and serves as an instructor at the PREPARE Institute. Lueke also participates in legacy planning processes with families to help them share values across generations. AE Wealth Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plan sponsors, trusts, and charitable organizations. The firm offers a platform-centered investment approach combining model portfolios, discretionary management, and tailored financial planning services.
Based on AE Wealth Management, LLC
Based on AE Wealth Management, LLC
Fixed fees for financial planning and consulting vary by IAR and client agreement; no fees over $1,200 paid six or more months in advance
Negotiable up to 2.5% annually; fees above 2.0% require compliance approval
IARs may earn commissions from insurance product sales ranging from 1% to 9% plus bonuses and other incentives
Hourly fees for financial planning and consulting vary by IAR and client agreement
Account minimum: $10,000 Fee-only: Financial planning and consulting services offered on hourly and fixed fee basis; hourly fees and fixed fees vary by IAR and client agreement
800 W 47th St, Ste 709
Kansas City, MO 64112
Missouri · Texas
Heritage First Tax Advisory, LLC
2026 - Present (1 year)
Rare Coins of New Hampshire
2026 - Present (1 year)
Wealth.com
2025 - Present (1 year)
Society For Financial Awarweness (SOFA)
2025 - Present (1 year)
Author
2025 - Present (1 year)
SELF
2025 - Present (1 year)
PREPARE Institute
2024 - Present (2 years)
AE Wealth Management, LLC
2020 - Present (6 years)
IBN Financial Services Inc.
2016 - 2020 (4 years)
Camelot Advisors LLC
2016 - 2020 (4 years)
Don Lueke & Associates
2005 - Present (21 years)
Heritage First, Inc
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")