LO
CFP
LO
CFP

Luke Ocker

4 Years of Experience
Chambersburg, PA
Broker

Luke Ocker is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Chambersburg, PA, with 4 years of industry experience. Luke 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

858 Lincoln Way East, Chambersburg, PA, 17201

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Luke works as an advisor at Ocker Financial Services LLC, providing investment advice, opening accounts, and assisting clients with their financial needs. This role takes up Luke's full-time.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
March 2022 - September 2025 · 3 yrs 6 mos
Avantax Investment Services, INC.Broker
December 2021 - September 2025 · 3 yrs 9 mos
State Registrations1 state
PA
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.
Luke Ocker - Financial Advisor | TrueAdvisor