Be advised. This firm is no longer registered.

Slw Retirement Plan Advisors

Slw Retirement Plan Advisors (CRD# 146478) is a financial advisory firm headquartered in Lafayette, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Slw Retirement Plan Advisors
Showing 1 - 1 of 1 top financial advisors.
Mark B. Luckenbach
CRD#: 6110127
3697 Mt. Diablo Blvd., Suite 175, Lafayette, CA 94549

Mark Luckenbach (CRD# 6110127) is an Investment Advisor Representative working at Slw Retirement Plan Advisors in Lafayette, CA and has over 5 years of experience in the finance industry.

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