Gregory Luken
Gregory Luken is a registered investment advisor at Luken Investment Analytics, LLC, based in Brentwood, TN, with 35 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 234 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Luken Wealth Management offers a discretionary wrap program where fees are billed monthly in advance. The annual advisory fee is negotiable, but most often ranges from 0.30% to 1.60%. For 401(k) accounts managed via the Pontera platform, the annual fee is negotiable but is most often 0.75%, billed quarterly. Bloomwell 529 account participants do not pay a fee.
Location
136 Frierson Street, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (3)
Regulatory
March 2001Customer Dispute
May 1999Customer Dispute
April 1999Other Business ActivitiesSells Insurance
Gregory is an insurance agent selling fixed insurance products, dedicating minimal time to this activity. He also owns rental property and acts as a trustee for his nephew's trust account, both requiring minimal time.
Employment History
Current Registrations
Luken Investment Analytics, LLC
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
Luken Investment Group, INC.Broker
Wiley Bros.-Aintree Capital, LLCBroker
Painewebber IncorporatedBroker
Morgan Keegan & Company, INC.Broker
First Investors CorporationBroker
State Registrations8 states
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.