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Luke L

Series 66

Rudy, AR

Van Clemens Wealth Management, LLC

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.

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