Luke Anthony Gassett
Investment adviser representative at Cliftonlarsonallen Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$14.4BFirm assets
26 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
10 years in the industry.
- Cliftonlarsonallen Wealth Advisors, LLCApr 2026 to now
- Affton Athletic AssociationAug 2024 to Apr 2026
- Cliftonlarsonallen LLPAug 2022 to Apr 2026
- UnemployedAug 2021 to Aug 2022
- Cliftonlarsonallen LLPMay 2021 to Aug 2021
- The Ups StoreMay 2018 to May 2021
- Kirkwood Athletic AssociationApr 2018 to Aug 2018
- UnemployedJan 2018 to Apr 2018
- The Ups StoreDec 2017 to Jan 2018
- UnemployedAug 2017 to Dec 2017
- The Ups StoreMay 2017 to Aug 2017
- Kirkwood Athletic AssociationApr 2017 to Aug 2017
- UnemployedAug 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
Cliftonlarsonallen Wealth Advisors, LLC
$14.4BAssets managed
7,354Clients
99Advisers
26 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
- 8237238
- Firm CRD
- 38357