Luke Scott
Investment adviser representative at Ggm Financial LLC
10 yearsExperience
1 stateRegistered in
$513MFirm assets
3 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Ggm Financial, LLCFeb 2026 to now
- Bank of America, N.A.Jul 2024 to Feb 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2024 to Feb 2026
- AgiaMar 2023 to Jun 2024
- Valic Financial Advisors, Inc. / Corebridge FinancialJul 2022 to Jun 2024
- KrogerJul 2021 to Jun 2022
- AmazonMay 2021 to Jun 2021
- Dick's Sporting GoodsSep 2020 to Dec 2020
- Grass Roots StudioApr 2019 to Jul 2019
- Ohio State UniversityAug 2018 to May 2022
- Shoe CarnivalNov 2016 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Ggm Financial LLC
$513MAssets managed
423Clients
6Advisers
3 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
- 7537050
- Firm CRD
- 327008