Lukas Alexander Burch
Investment adviser representative at Commonwealth Financial Network
14 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 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
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Commonwealth Financial NetworkNov 2023 to now
- Mapp Investment Service, LLCNov 2023 to now
- Tekton EngineeringMar 2022 to Nov 2023
- Hummel Group IncDec 2021 to Feb 2022
- On Investment Management CoSep 2020 to Dec 2021
- The O.N. Equity Sales CompanyDec 2019 to Dec 2021
- Hummel Wealth Management, LLCAug 2019 to Dec 2021
- ProviaSep 2017 to Jan 2019
- Detroit TigersJun 2017 to Jul 2019
- Kent State UniversityJun 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 7202253
- Firm CRD
- 8032