Luke Bradley Walters
Investment adviser representative at Vestia Personal Wealth Advisors
20 yearsExperience
1 stateRegistered in
$1.1BFirm assets
8 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 fee
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
20 years in the industry.
- Vestia Personal Wealth AdvisorsFeb 2026 to now
- Sagespring Wealth PartnersJul 2024 to Feb 2026
- Purdue UniversityAug 2023 to Jul 2024
- Financial Enhancement GroupMay 2023 to Aug 2023
- Purdue UniversityAug 2022 to May 2023
- Camp Ray BirdJun 2022 to Aug 2022
- Purdue UniversityAug 2021 to Jun 2022
- Lake City BankMay 2021 to Aug 2021
- Purdue UniversityAug 2020 to May 2021
- Dryer and Reinbold SubaruJun 2020 to Aug 2020
- Greenwood Christian AcademyAug 2006 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IN).
Vestia Personal Wealth Advisors
Legal name: Vestia Advisors, LLC
$1.1BAssets managed
3,987Clients
22Advisers
8 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
- 7952737
- Firm CRD
- 290565