Luke David Mccutcheon
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Wells Fargo Clearing Services, LLCAug 2026 to now
- Data AnnotationJan 2025 to now
- Charles Schwab & Co., Inc.May 2025 to Aug 2026
- Henneberger Construction, Inc.Apr 2025 to Apr 2025
- The First Church of Christ, ScientistNov 2023 to Dec 2024
- Full Time EducationSep 2023 to Dec 2024
- Longyear MuseumNov 2022 to Sep 2023
- The First Church of Christ, ScientistSep 2021 to Jan 2023
- Camps Newfound OwatonnaAug 2021 to Aug 2021
- Camps Leelanau and KohahnaJun 2021 to Aug 2021
- The First Church of Christ, ScientistMay 2020 to Aug 2020
- Camps Leelanau and KohahnaJun 2019 to Aug 2019
- Camps Leelanau and KohahnaJun 2018 to Aug 2018
- Full Time EducationAug 2017 to May 2021
- Principia CollegeAug 2017 to May 2021
- Full Time EducationAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8070129
- Firm CRD
- 19616