John Lueken, financial advisor Franklin TN

John Lueken

CRD Number: 4837159
Current Firm: Arlington Partners LLC

John Lueken (CRD# 4837159) is an Investment Advisor Representative working at Arlington Partners LLC in Franklin, TN and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Arlington Partners, LLC Franklin, TN Jun 2020 - Current 3
Capwealth Advisors, LLC Franklin, TN Apr 2014 - Apr 2020 6
Capwealth Investment Services, LLC Franklin, TN Apr 2014 - Apr 2020 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for John L. Lueken
Phone Number: 205-488-4300
Firm Website: https://arlington.com
Registered State(s):
  • AL
  • TN
By the Numbers
  • Total Assets Under Management
    6,097
    MILLIONS
  • Total Number of Accounts
    978
    ACCOUNTS
  • Average Account Value
    $6,234,223
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, FL, GA, LA, MS, NC, TN, TX, VA

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