Timothy J. Luker

BRIGHTSTONE ADVISORS LLP

Fishers, IN 46038-3100

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CRD#: 2377614

Professional summary

Timothy James Luker is a registered financial advisor currently at BRIGHTSTONE ADVISORS LLP located in Fishers, Indiana.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Timothy has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

LAPEL'S ICE CREAM PLUS, LLC. - MANAGING MEMBER (OWNER) - LAPEL, IN. - START DATE 03/14/2015 TO PRESENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy James Luker'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®

None

Experience

Current

December 7, 2017 - Present

BRIGHTSTONE ADVISORS LLP

Office #1: 11650 Lantern Road Suite 207, Fishers, IN 46038-3100

RIA

CRD#: 150936

Fishers, IN

Past

October 9, 2015 - November 22, 2017

PFS INVESTMENTS INC.

RIA

CRD#: 10111

INDIANAPOLIS, IN

Past

August 4, 1993 - November 22, 2017

PFS INVESTMENTS INC.

CRD#: 10111

INDIANAPOLIS, IN

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

Indiana
(12/7/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/7/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/3/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/22/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/3/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 2/18/1999

Investment Company Products/Variable Contracts Principal Examination

Current Firm

BRIGHTSTONE ADVISORS LLP

BRIGHTSTONE ADVISORS LLP | STURGIS PRIVATE CLIENT GROUP LLP | BRIGHTSTONE CPA'S LLP

CRD#: 150936 / SEC#:

Indiana

Registered Investment Advisory firm - (8/4/2009 Approved)

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Contact information

Main Address

11650 Lantern Road, Suite 210, Fishers, IN 46038-3100

Mailing Address

Phone number

(317) 576-8544

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	79
AUM (Assets Under Management)	$ 46,719,939

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Timothy J. Luker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy James Luker's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIGHTSTONE ADVISORS LLP

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/7/2014

Series 63

Date: 8/3/1993

SIE

Date: 11/22/2017

Series 6

Date: 8/3/1993

Series 26

Date: 2/18/1999

Current Firm

BRIGHTSTONE ADVISORS LLP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRIGHTSTONE ADVISORS LLP

TRUST BUT VERIFY

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