KL
KL

Kenneth Luke

23 Years of Experience
Westlake, OH
Broker

Kenneth Luke is a registered investment advisor at Cetera Investment Advisers LLC, based in Westlake, OH, with 23 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

25000 Center Ridge Rd, Ste 8, Westlake, OH, 44145

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kenneth is a partner at Neitzel, Luke & Associates, Inc., a CPA firm. He also serves as a board member for West Shore Osteopathic Foundation, works in tax and accounting at Neitzel Luke and Salopek Inc, and is a part owner of Westlake Center Properties LLC, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2002 - Present · 23 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2017 - June 2023 · 6 yrs
State Registrations1 state
OH
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.