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James Lukanich

Wells Fargo Advisors
42 Years of Experience
Wayzata, MN
2 DisclosuresBroker
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James Lukanich is a registered investment advisor at Wells Fargo Advisors, based in Wayzata, MN, with 42 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

701 Lake Street E Ste 200, [Satellite], Wayzata, MN, 55391

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
May 2011
Final
Customer Dispute
December 1999
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

James has 100% ownership of Vista Wealth Management since 2004 and dedicates minimal time to it. He also serves as trustee for the Vista Wealth Management 401k, spending minimal time on it.

Employment History
Current Registrations
Wells Fargo Advisors
February 2005 - Present · 21 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2004 - Present · 22 yrs 3 mos
Previous Registrations
Linsco/private Ledger CORP.Broker
July 2002 - August 2004 · 2 yrs 1 mo
Wachovia Securities, INC.
July 2001 - July 2002 · 1 yr
Wachovia Securities, INC.Broker
May 1998 - July 2002 · 4 yrs 2 mos
Principal Financial Securities,inc.Broker
July 1994 - May 1998 · 3 yrs 10 mos
Piper Jaffray INC.Broker
October 1983 - August 1994 · 10 yrs 10 mos
State Registrations8 states
CACOFLIAILMAMNWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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