Investment adviser representative · Vestia Personal Wealth Advisors
Luke B. Walters
CRD 7952737 · Indianapolis, IN
At a glance
Luke B. Walters is an investment adviser representative with Vestia Personal Wealth Advisors in Indianapolis, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Luke’s SEC record dates to 2024, about 1 years ago.
Current advisory firm
- Vestia Personal Wealth AdvisorsSince March 2026Indianapolis, IN · $1.1B in regulatory assets
SEC adviser record
- Registered since
- 2024 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Luke’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.