Anthony R. Luckhardt

FOSTER & MOTLEY

Cincinnati, OH 45236

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CRD#: 2829070

Professional summary

Anthony Robert Luckhardt, CFP®, who also goes by Tony Robert Luckhardt, Tony Luckhardt, is a registered financial advisor currently at FOSTER & MOTLEY INC located in Cincinnati, Ohio.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Anthony has worked at 4 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tony Robert Luckhardt | Tony Luckhardt

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.

LUCKHARDT INC. - LAWN CARE SERVICE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Robert Luckhardt's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2004

Experience

Current

December 3, 2008 - Present

FOSTER & MOTLEY INC

Office #1: 7755 Montgomery Road Suite 100, Cincinnati, OH 45236

RIA

CRD#: 106905

Cincinnati, OH

Past

July 23, 1999 - September 13, 2007

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BLUE ASH, OH

Past

April 16, 1998 - December 4, 2008

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BLUE ASH, OH

Past

January 1, 1997 - July 21, 1999

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

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".

FOSTER & MOTLEY INC

FOSTER & MOTLEY INC | FOSTER & MOTLEY, INC.

CRD#: 106905 / SEC#: 801-53289

RIA

Registered Investment Advisory firm - (11/18/1996 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

Ohio
(12/4/2008)

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 66

Date: 4/19/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/13/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/23/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/29/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FOSTER & MOTLEY INC

FOSTER & MOTLEY INC | FOSTER & MOTLEY, INC.

CRD#: 106905 / SEC#: 801-53289

RIA

Registered Investment Advisory firm - (11/18/1996 Approved)

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Contact information

Main Address

7755 Montgomery Road Suite 100, Cincinnati, OH 45236

Mailing Address

Phone number

(513) 561-6640

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FOSTER & MOTLEY ADV 2A BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	889
AUM (Assets Under Management)	$ 2,537,323,649

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/22/2024	Cover Page	Report
01/25/2024	Cover Page	Report
10/18/2022	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Anthony R. Luckhardt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Robert Luckhardt's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

STRATEGIC ADVISERS LLC

FIDELITY DISTRIBUTORS COMPANY LLC

Primary Firm SEC Registration

FOSTER & MOTLEY INC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/19/2004

Series 63

Date: 12/13/1996

Series 7

Date: 8/23/1999

Series 6

Date: 11/29/1996

Current Firm

FOSTER & MOTLEY INC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FOSTER & MOTLEY INC

TRUST BUT VERIFY

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