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Lukas Gotto

1 Year of Experience
Alexandria, MN
BrokerSells Insurance

Lukas Gotto is a registered investment advisor at Cetera Investment Advisers LLC, based in Alexandria, MN, with 1 years of industry experience. Lukas 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

700 Cedar Street Suite 167, Alexandria, MN, 56308

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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 ActivitiesSells Insurance

Lukas is involved in several outside business activities, including serving as an elected board member for Alexandria Education Foundation and Viking Sportsmen, and as a volunteer firefighter. He also owns Gotto Wealth Partners LLC, works as a boat captain/server at Minnewaska Lakeside LLC, and sells fixed insurance products, dedicating minimal time to the latter.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2024 - Present · 1 yr 7 mos
Cetera Wealth Services, LLCBroker
September 2024 - Present · 1 yr 8 mos
State Registrations11 states
AZCOIAKSMIMNMTNDNESDWI
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.
Lukas Gotto - Financial Advisor | TrueAdvisor