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Valentin Lukasik

Investment adviser representative at Advisor Resource Council
11 yearsExperience
1 stateRegistered in
$3.5BFirm assets
14 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

Experience

11 years in the industry.

  1. Advisor Resource CouncilSep 2025 to now
  2. Advisors Resource CouncilAug 2025 to now
  3. Full-time StudentAug 2024 to Jul 2025
  4. Full-time StudentJan 2024 to Jul 2024
  5. Societe GeneraleJul 2023 to Dec 2023
  6. Financiere TiepoloJan 2023 to Jun 2023
  7. Full-time StudentSep 2022 to Dec 2022
  8. Barnes InternationalJun 2022 to Aug 2022
  9. Full-time StudentAug 2015 to Jun 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (TX).

Advisor Resource Council

$3.5BAssets managed
11,836Clients
84Advisers
14 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
8146443
Firm CRD
164109
Advisor's SEC record (opens in a new tab)
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