Gabriel Lukas
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 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 feeCommissions
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.
- Wells Fargo Clearing Services, LLCAug 2026 to now
- Bank of America N.A.May 2024 to Aug 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to Aug 2026
- Pma Asset Management, LLCMar 2023 to Apr 2024
- Pma Financial Network, LLCMar 2023 to Apr 2024
- Pma Securities, LLCMar 2023 to Apr 2024
- UnemployedJan 2023 to Mar 2023
- Progressive InsuranceMar 2021 to Dec 2022
- American Military UniversityFeb 2021 to Dec 2023
- Cochise CollegeOct 2020 to Dec 2020
- Pa Army National GuardAug 2017 to Sep 2023
- Iron Fit GymSep 2016 to Jun 2020
- Millersville UniversityAug 2016 to Dec 2020
- UpsMay 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7709885
- Firm CRD
- 19616