Luke Giusto (CRD# 7121512) is an Investment Advisor Representative working at Wells Fargo Advisors in Louisville, CO and has over 2 years of experience in the finance industry.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 5267609
Lpl Financial LLC
CRD# 4503842
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Louisville, CO | Sep 2020 - Current | 3 |
| University Of Colorado Boulder | Boulder, CO | Aug 2017 - May 2021 | 3 |
| Wells Fargo Advisors Financial Network, LLC | Louisville, CO | May 2019 - Jan 2020 | < 1 |
| Boulder Nissan | Boulder, CO | Oct 2017 - Oct 2018 | 1 |
| Lakewood Country Club | Lakewood, CO | Jun 2014 - Aug 2017 | 3 |
| Lakewood High School | Lakewood, CO | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- CO
-
Total Assets Under Management154,192MILLIONS
-
Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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