Luke W Lambeck
Investment adviser representative at Valeo Financial Advisors, LLC
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13BFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Valeo Financial Advisors, LLCJan 2024 to now
- Morgan StanleySep 2023 to Jan 2024
- Valeo Financial Advisors, LLCMay 2023 to Aug 2023
- Purdue UniversityAug 2020 to May 2024
- Benton Central High SchoolJan 2016 to Jul 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IN).
Valeo Financial Advisors, LLC
$13BAssets managed
3,042Clients
108Advisers
20 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
- 7796345
- Firm CRD
- 127132