Luke Serfas
Investment adviser representative at Brookstone Wealth Advisors, LLC
12 yearsExperience
4 statesRegistered in
$0Firm assets
19 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
- Seminars and workshops
Experience
12 years in the industry.
- Brookstone Wealth Advisors, LLCApr 2025 to now
- Copper Creek FinancialMar 2025 to now
- Citibank N.A.Jul 2023 to Mar 2025
- J.P. Morgan Chase & Co.Jan 2019 to Jul 2023
- United States Marine Corps ReserveDec 2018 to Nov 2024
- Unemployed One Month Post Activity Duty MilitaryNov 2018 to Nov 2018
- United States Marine CorpsOct 2014 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 4 states (DE, MD, PA, VA).
Brookstone Wealth Advisors, LLC
$0Assets managed
0Clients
222Advisers
19 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
- 8068096
- Firm CRD
- 137658