Luke E Anderson
Investment adviser representative at Steelpeak Wealth, LLC
10 yearsExperience
1 stateRegistered in
$4.1BFirm assets
14 yearsFirm in business
Are you Luke E Anderson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Steelpeak Wealth, LLCFeb 2021 to now
- Steelpeak Wealth ManagementJan 2021 to now
- TD AmeritradeNov 2018 to Jan 2021
- Edward JonesAug 2016 to Oct 2018
- Papa JohnsFeb 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Steelpeak Wealth, LLC
$4.1BAssets managed
2,428Clients
41Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6692673
- Firm CRD
- 165168