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Lukas Gotto

Advisor at Cetera

Updated today

Location

Alexandria, MN 56308

Credentials

Series 66

Industry experience

1 year

About

Lukas Gotto is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked within various Cetera entities since 2024. Outside of his advisory role, he serves as an elected board member of the Alexandria Education Foundation and the Viking Sportsmen, volunteers as a firefighter with the Alexandria Fire Department, and holds a trustee position with the Alexandria Fire Department Relief Association. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans, through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

700 Cedar Street Suite 167

Alexandria, MN 56308

Most active in

Minnesota

Work history

Cetera

2024 - Present (2 years)

Cetera Wealth Services, LLC

2024 - Present (2 years)

Cetera Advisor Networks Llc

2024 - 2024 (1 year)

GOTTO Wealth Partners LLC

2024 - Present (2 years)

Alexandria Public Schools

2014 - 2024 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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