Anthony Luckhardt, financial advisor Cincinnati OH

Anthony Luckhardt

CRD Number: 2829070
Current Firm: Foster & Motley Inc.

Anthony Luckhardt (CRD# 2829070) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 27 years of experience in the finance industry. Anthony Luckhardt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Foster & Motley, Inc. Cincinnati, OH Sep 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1996
S66 NASAA Uniform Combined State Law Examination Apr 2004
Contact Info for Anthony R. Luckhardt
Phone Number: 513-561-6640
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,961
    MILLIONS
  • Total Number of Accounts
    835
    ACCOUNTS
  • Average Account Value
    $2,348,942
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, FL, GA, IL, IN, KY, LA, MI, MN, NC, NJ, NY, OH, PA, SC, TN, TX, VA

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