A complete list of active advisors currently associated with Lukas Total Wealth
Warmer can help you find a great advisor at Lukas Total Wealth or one who fits your needs even better.
Lukas Total Wealth provides investment advisory and financial planning services to individuals and high‑net‑worth clients, with a stated focus on those at or near retirement. The firm also sells fixed insurance products (including life insurance and fixed/indexed annuities) and may refer client assets to third‑party advisers for portfolio management. LTW emphasizes tactical asset management to address sequence‑of‑returns risk for retirees and uses a mix of tactical, dynamic, and strategic equity styles implemented primarily through third‑party model portfolios. The firm generally limits investments to mutual funds, ETFs, fixed income (including TIPS), and insurance products, and implements strategies via platforms and sub‑advisers such as Betterment, GeoWealth, AE Wealth Management, and TPFG. Distinctive elements in LTW’s brochure include a disclosed administrative order from the Arkansas securities regulator in 2016 that resulted in a conditional registration and a $5,000 fine related to account paperwork practices and an annuity recommendation, a disclosure event that is uncommon among peers. The firm also reports that commissions from insurance and precious metals sales are a primary income source, offers an online cash management program (Flourish Cash), and conducts educational seminars on topics such as Social Security — features that are less typical for similar team firms.
To learn more about the advisors currently working at Lukas Total Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
North Little Rock, AR
| 3
| |
North Little Rock, AR
| 10
| |
North Little Rock, AR
| 11
| |
North Little Rock, AR
| 7
|
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