David Lukas Financial

Finance · 1-10 Employees

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Overview

Phone Number

(501) 218-8880

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
May
Jun
ZI Rank
1
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About David Lukas Financial

Lukas Total Wealth specializes in providing expert retirement guidance tailored to enhance the well-being of individuals at various life stages. Their unique T.H.R.I.V.E. Planning Process focuses on addressing clients' concerns to help them enjoy a fulfilling retirement. The firm aims to ensure that retirement planning not only protects wealth but also promotes a high quality of life. They cater to those nearing retirement or already enjoying it, offering resources and evaluations to facilitate a successful transition.Explore more
David Lukas Financial's Social MediaPopular SearchesDavid Lukas FinancialDavid LukasDavid Lukas ShowDavidlukasfinancialDavidlukasfinancial ComSIC Code 62,628NAICS Code 52,523Show more

David Lukas Financial Org Chart

PhoneEmail
MC

Client Service Associate

PhoneEmail
DP

Retirement Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

David Lukas Financial

<$5M
1-10
Private
-
-
MC
Maritza CaroClient Service Associate
<$5M
1-10
Private
-
2006
AG
Audrey GilbertOffice Administrator
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
-
DF
Doc Faulknerthe Advisor
<$5M
1-10
Private
-
2005
JB
Joel BalliManager, Customer Experience
<$5M
1-10
Private
-
1989
<$5M
1-10
Private
-
1989
DD
Dennis DrakeLicensed Insurance Agent & Retirement Planning Specialist & Managing Director
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

David Lukas Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

David Lukas Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about David Lukas Financial.

David Lukas Financial Tech Stack

A closer look at the technologies used by David Lukas Financial

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Frequently Asked Questions Regarding David Lukas Financial

What is David Lukas Financial's official website?
David Lukas Financial's official website is www.davidlukasfinancial.com
What is David Lukas Financial's Revenue?
David Lukas Financial's revenue is <$5 Million
What is David Lukas Financial's SIC code?
David Lukas Financial's SIC: 62,628
What is David Lukas Financial's NAICS code?
David Lukas Financial's NAICS: 52,523
How many employees does David Lukas Financial have?
David Lukas Financial has 1-10 employees
What industry does David Lukas Financial belong to?
David Lukas Financial is in the industry of: Finance, Securities Trading
What is David Lukas Financial competition?
David Lukas Financial top competitors include: SMART Tax Free Retirement, Legacy Planning Alliance, Great Lakes Wealth Advisors, Cornerstone Wealth Management
What technology does David Lukas Financial use?
Some of the popular technologies that David Lukas Financial uses are: Google Workspace, Gmail, Hostgator
How do I contact David Lukas Financial?
David Lukas Financial contact info: Phone number: (501) 218-8880 Website: www.davidlukasfinancial.com
What does David Lukas Financial do?

Lukas Total Wealth specializes in providing expert retirement guidance tailored to enhance the well-being of individuals at various life stages. Their unique T.H.R.I.V.E. Planning Process focuses on addressing clients' concerns to help them enjoy a fulfilling retirement. The firm aims to ensure that retirement planning not only protects wealth but... also promotes a high quality of life. They cater to those nearing retirement or already enjoying it, offering resources and evaluations to facilitate a successful transition.Read More

What are David Lukas Financial social media links?
David Lukas Financial Linkedin page David Lukas Financial Twitter page David Lukas Financial Facebook page
Is David Lukas Financial a public company?
David Lukas Financial is private company therefore does not currently have an official ticker symbol
See more information about David Lukas Financial

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