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Luke Jackson Lewis

Advisor at Van Clemens Wealth Management, LLC — Rudy, AR

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Rudy, AR

Van Clemens Wealth Management, LLC logo

Van Clemens Wealth Management, LLC

Multi-team

Total advisors

39

Across 19 offices

Clients per advisor

15 Very Low

Avg AUM per client

$771,437 Typical

HNW client ratio

32% High

About

Luke Lewis is a financial advisor with Van Clemens Wealth Management, LLC. He holds a Series 66 designation and has one year of industry experience. Prior to joining Van Clemens, he worked at JP Morgan and Ascend Real Estate, and was a full-time student from 2016 to 2021. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm uses both discretionary and non-discretionary portfolio management, employing methods such as modern portfolio theory and fundamental and technical analysis, and accesses a broad range of third-party managers alongside its own Growth Opportunities model.

Client services

Based on Van Clemens Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Van Clemens Wealth Management, LLC

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Van Clemens Wealth Management, LLC

Founder/Business Owner

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Fee options

Fixed

Financial planning fixed fees range from $0 to $20,000; monthly planning fees from $100 to $1,000, fees negotiable; Retirement plan consulting flat fees up to $10,000.

Percentage

$0+: up to 2% annually (flat or tiered fees possible, negotiable) $0+: RBC wrap program fees range from 0.10% to 0.45%, total fees including TPM and advisory fees do not exceed 2% $0+: Orion fee includes 0.15% wrap fee and additional model strategist fees $0+: Vise long-short model fee together with advisory fee can exceed 2% but not exceed 3%

Commissions

Commissions from sale of securities via affiliated broker-dealer; commissions from insurance products sales via affiliated insurance agency

Project-based

Hourly charges mentioned in SEC Form ADV Part 1 but no specific hourly rates stated in brochure

Subscriptions

Ongoing monthly planning service fees ranging from $100 to $1,000 billed and payable in advance

Other

Minimum fee: Retirement Plan Consulting Services minimum annual fee up to $2,500

Location

See office

Rudy, AR

Rudy AR

Advisors at this office

1

Most active in

Arkansas

Work history

< 1 year of industry experience

Van Clemens Wealth Management

2026 - Present • 1 year

Minneapolis, MN

Van Clemens & Co. Inc.

2026 - Present • 1 year

Minneapolis, MN

Van Clemens Insurance Associates

2026 - Present • 1 year

Minneapolis, MN

JP Morgan

2026 - 2026 • 1 year

Fort Smith, AR

Van Clemens Insurance Associates

2026 - 2026 • 1 year

Minneapolis, MN

Van Clemens Wealth Management

2026 - 2026 • 1 year

Minneapolis, MN

Van Clemens & Co. Inc.

2026 - 2026 • 1 year

Minneapolis, MN

Ascend Real Estate

2025 - 2026 • 1 year

Van Buren, AR

Financial Advisor Training Institute

2025 - 2026 • 1 year

Bloomfield Hills, MI

Freddy's Wrecker

2021 - 2025 • 4 years

Roland, OK

Full Time Student

2016 - 2021 • 5 years

Roland, OK

Disclosures

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

Business activities & affiliations

user avatar

Brian S

Series 65

Alma, AR

QVG, LLC

Brian Sledz is a financial advisor at QVG, LLC in Alma, Arkansas, holding a Series 65 credential with 15 years of industry experience. He has been with QVG, LLC since 2010. QVG, LLC provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts, utilizing a quantitative and rule-based investment process. The firm offers a range of portfolio management strategies, including equity dividend, income, REIT, multi-asset, and special situations approaches.

Active portfolio management Real estate investing Options & derivatives strategies
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David C

Series 63

Fort Smith, AR

October Wealth Advisors, Inc

David Craig is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, with 25 years of industry experience. He holds a Series 63 designation and has been with October Wealth Advisors since 2010. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and employs fundamental, technical, and cyclical analyses, emphasizing diversification and disciplined portfolio management, particularly in fixed-income investments.

General retirement planning Income planning
user avatar

Bernie M

CFA®, Series 65, Series 63

Alma, AR

QVG, LLC

Bernie Manard is a CFA® charterholder with 28 years of industry experience. He is currently a principal at QVG, LLC, where he has worked since 2014, and previously held positions at Longboat Key Distributors, Inc. and Achieve Financial Independence. Outside of his advisory role, Manard is a licensed insurance agent and provides group health insurance to small companies through Achieve Financial Independence. QVG, LLC offers discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm uses a quantitative, model-driven investment approach focused primarily on securities from the Russell 3000 and employs derivatives and specialized fixed-income strategies to tailor portfolios for its clients.

Active portfolio management Real estate investing Options & derivatives strategies
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Jon Erik G

Series 65

Fort Smith, AR

October Wealth Advisors, Inc

Jon Erik Garrido is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, holding a Series 65 designation with 10 years of industry experience. He has been with October Wealth Advisors since 2013 and also operates a lawn and landscaping business. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on client-specific financial planning and employs a strategic asset allocation approach with an emphasis on diversification, fixed-income management, and disciplined security selection.

General retirement planning Income planning
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Eric E

Series 66

Ft Smith, AR

Arvest Wealth management

Eric Eidson is a financial advisor at Arvest Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has been with Arvest Wealth Management and its related entities since 2015. Outside of advising, he serves as vice president of a private behavioral health practice operated by his wife, contributing limited time to the business. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs and retirement plan consulting, tailoring solutions based on Investment Policy Statements and managing a mix of discretionary and non-discretionary assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Edgar P

Series 66

Ft Smith, AR

Arvest Wealth management

Edgar Pacheco is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds a Series 66 designation and has worked in various roles within Arvest Bank and Arvest Wealth Management since 2022. In addition to his financial services career, he has served in the Arkansas National Guard since 2018. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach focused on asset allocation and tailored strategies to meet clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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