President · Luken Investment Analytics, LLC
Gregory L. Luken
CRD 1860579 · Named on Form ADV at one SEC-registered adviser
At a glance
Luken Investment Analytics, LLC, an SEC-registered wealth manager based in Brentwood, TN with $292 million in regulatory assets, lists Gregory L. Luken on its Form ADV as President, a control person.
Firms and roles
- Luken Investment Analytics, LLCPresidentWealth manager · Brentwood, TN · $292M in regulatory assets
AtlasMembers
Gregory’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Carri M SanfordChief Compliance Officer, Luken Investment Analytics, LLC
- Mary H. O'LearyVice-President and Wealth Advisor, Luken Investment Analytics, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.