Luke Gerolimatos
Investment adviser representative at White Oak Financial Management, Inc
18 yearsExperience
3 statesRegistered in
$143.5MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- White Oak Financial Management, IncMar 2021 to now
- W&s Brokerage ServicesMar 2019 to now
- Western & Southern LifeApr 2018 to now
- Arc of NcJun 2016 to now
- Mountain Area Community ServicesOct 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (NC, SC, TX).
White Oak Financial Management, Inc
$143.5MAssets managed
350Clients
3Advisers
2 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
- 7087840
- Firm CRD
- 142615