Lukas Volpe, financial advisor Wheaton IL

Lukas Volpe

CRD Number: 7011544
Current Firm: First Trust Advisors LP

Lukas Volpe (CRD# 7011544) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
First Trust Portfolios LP Wheaton, IL Aug 2018 - Current 5
First Trust Advisors LP Wheaton, IL Aug 2018 - Current 5
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Showtime Landscaping Davie, FL May 2015 - Aug 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2019
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Lukas V. Volpe
Phone Number: 630-765-8000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    210,879
    MILLIONS
  • Total Number of Accounts
    2,926
    ACCOUNTS
  • Average Account Value
    $72,070,745
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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