DL
Donald A. Lueke
AE WEALTH MANAGEMENT
Kansas City, MO 64112
Some features on this profile are disabled
CRD#: 1962691
DL
Professional summary
Donald A. Lueke, CFP®, who also goes by Donald Albert Lueke, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Kansas City, Missouri.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Donald has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Donald Albert Lueke
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) HERITAGE FIRST; YES INVESTMENT RELATED; 800 W 47TH ST SUITE 709 KANSAS CITY, MO; INSURANCE SALES; OWNER; START DATE: 12/2005; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES 2.) HERITAGE FIRST, INC; YES INVESTMENT RELATED; 800 W 47TH ST SUITE 709 KANSAS CITY, MO; PRECIOUS METAL SALES; START DATE: 12/2004;OWNER; LESS THAN 1HR/MONTH DURING TRADING; PRECIOUS METAL OFFERINGS. 3.) HERITAGE FIRST, INC; NOT INVESTMENT RELATED; 800 W 47TH ST SUITE 709 KANSAS CITY, MO; LEGACY PLANNING: A PROCESS OF GUIDED DISCOVERY WITH FAMILIES FOR THEM TO INTENTIONALLY SHARE VALUES TO PASS ON TO THE NEXT GENERATIONS, ALSO ENCOURAGE PHILANTHROPY AS A TEACHING TOOL; START DATE: 12/2004;OWNER; LESS THAN 5 HOURS/MONTH DURING TRADING; PARTICIPATE IN THE PROCESS OF GUIDED DISCOVERY WITH FAMILIES TO CONSTRUCT THEIR HERITAGE STATEMENTS. 4.) PREPARE Institute; Investment Related; 8160 Perry Hwy, Pittsburg, PA 15237; Educational Workshops; Start Date: 10/8/2024; Instructor; Approx 6 Hrs/Month; Approx 1 Hrs/Month during trading; Instructor. 5.) Society for Financial Awareness (SOFA); Investment Related: Yes; 800 W 47th St. Suite 709, Kansas City, MO 64112; Non Profit promoting financial literacy; Member; Start Date 10/2025; Approx hours per month: 02; Approx hours during trading: 0; Run workshops with the intent to provide financial literacy. 6.) Author; Investment Related: No; 800 W 47th St. Suite 709, Kansas City, MO 64112; Non Profit promoting financial literacy; Member; Start Date 10/2025; Approx hours per month: 02; Approx hours during trading: 0; Run workshops with the intent to provide financial literacy.
CRS (Client Relationship Summary) - RIA
Click below to view Donald A. Lueke's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
Experience
Current
September 11, 2020 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 800 W 47th St Ste 709, Kansas City, MO 64112RIA
CRD#: 282580
Kansas City, MO
Past
March 24, 2017 - August 31, 2020
ATLANTIS WEALTH ADVISORS LLC
RIA
CRD#: 169956
Kansas City, MO
Past
March 31, 2016 - December 7, 2020
IBN FINANCIAL SERVICES, INC.
BD
CRD#: 42360
Kansas City, MO
Past
May 26, 2010 - March 31, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
KANSAS CITY, MO
Past
May 26, 2010 - March 31, 2016
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
KANSAS CITY, MO
Past
July 22, 2004 - May 27, 2010
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
RIA
CRD#: 13609
KANSAS CITY, MO
Past
July 22, 2004 - May 27, 2010
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BD
CRD#: 13609
KANSAS CITY, MO
Past
June 28, 2000 - July 21, 2004
SII INVESTMENTS, INC.
RIA
CRD#: 2225
PRAIRIE VILLAGE, KS
Past
October 7, 1999 - July 21, 2004
SII INVESTMENTS, INC.
BD
CRD#: 2225
APPLETON, WI
Past
February 7, 1997 - October 27, 1999
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Missouri(9/11/2020)
IAR
Texas(10/21/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Mailing Address
Phone number
(866) 363-9595
Established
Firm type
Fiscal year end
# of Employees
602
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,059 |
| AUM (Assets Under Management) | $ 37,525,706,084 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AE WEALTH MANAGEMENT, LLC
CRD#: 282580Kansas City, MO 64112TRUST BUT VERIFY
Monitor Donald Lueke
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
