A complete list of active advisors currently associated with Luke Financial Company, LLC

Warmer can help you find a great advisor at Luke Financial Company, LLC or one who fits your needs even better.

Luke Financial Company provides personalized financial planning, consulting, and discretionary portfolio management primarily for individual clients, delivering written financial plans (fixed or hourly) and ongoing asset-management services. The firm also conducts educational seminars and workshops and operates on a fee-based model while custodial relationships remain with third‑party custodians. Investment programs are implemented under discretionary authority and guided by client-specific investment policy statements, with analysis that includes fundamental, technical, and cyclical methods and regular portfolio reviews. The firm’s brochure discloses that client accounts may use margin borrowing and engage in derivatives strategies—examples discussed include covered option writing and exposure via leveraged (3x) ETFs—and it describes the attendant material risks of those approaches. Noteworthy distinctions include that the managing member is separately licensed as an insurance agent and spends a majority of professional time in that insurance practice, occasionally offering commissionable insurance products that the firm discloses as a potential conflict of interest. The firm is small in scale (about $4.5 million in discretionary AUM, a single advisor and roughly 50 clients) and its brochure discloses that the managing member filed a Chapter 7 bankruptcy petition in February 2026.

To learn more about the advisors currently working at Luke Financial Company, LLC, 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
Jonathan Mazur	Plano, TX	20

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