Luke Thompson
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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
11 years in the industry.
- Cetera Investment Advisers LLCJan 2026 to now
- Cetera Wealth Services, LLCAug 2025 to now
- Dsf Wealth Management GroupAug 2025 to now
- UnemploymentMay 2025 to Aug 2025
- The Clouser GroupMay 2024 to Aug 2024
- The Giant CompanyJan 2024 to May 2024
- Pletchers DistributorAug 2022 to Nov 2022
- Penn State UniversityAug 2021 to May 2025
- UnemploymentAug 2015 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 8145953
- Firm CRD
- 105644