David A. Lukas

LUKAS TOTAL WEALTH

North Little Rock, AR 72113

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CRD#: 4619433

Professional summary

David Andrew Lukas is a registered financial advisor currently at LUKAS TOTAL WEALTH located in North Little Rock, Arkansas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. David has worked at 2 firms and has passed the Series 65 exam.

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.

INFINITE FINANCIAL SERVICES, INC. DBA DAVID LUKAS FINANCIAL, INVESTMENT RELATED, 9804 MAUMELLE BLVD, NORTH LITTLE ROCK, AR 72113, SELLING OF FIXED ANNUITY PRODUCTS, OWNER, 4.23.12, 12, 0; FAMILY MONEY GROUP, LLC, 7136 EAST RIDGE DR, SHERWOOD, AR 72120, INVESTMENT RELATED, MARKETING THRU RADIO, OWNER, 7.13.09, 12,0. TAX PLAN ADVANTAGE LLC; OWNER; TAX PREPARATION AND PLANNING SERVICE; INVESTMENT RELATED: NO; COORDINATING WITH CPA TO FACILITATE TAX RETURNS AND TAX PLANNING; 9792 MAUMELLE BLVD NORTH LITTLE ROCK, AR 72113; START DATE WITH BUSINESS: 2019-02-17; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 1; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: .5

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Andrew Lukas'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

January 25, 2016 - Present

LUKAS TOTAL WEALTH

Office #1: 9792 Maumelle Blvd, North Little Rock, AR 72113

RIA

CRD#: 281513

North Little Rock, AR

Past

March 31, 2015 - December 31, 2015

SIGNATURE INVESTMENTS, INC.

RIA

CRD#: 113443

NORTH LITTLE ROCK, AR

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

Arkansas
(1/25/2016)

IAR

Louisiana
(1/9/2025)

IAR

Texas
(2/5/2024)

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: 12/18/2014

Uniform Investment Adviser Law Examination

Current Firm

LUKAS TOTAL WEALTH

DAVID LUKAS FINANCIAL | LUKAS TOTAL WEALTH | INFINITE FINANCIAL SOLUTIONS, LLC

CRD#: 281513 / SEC#:

Arkansas

Registered Investment Advisory firm - (1/19/2016 Approved)

Louisiana

Registered Investment Advisory firm - (1/9/2025 Approved)

Texas

Registered Investment Advisory firm - (2/5/2024 Conditional Restricted)

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Contact information

Main Address

9792 Maumelle Blvd, North Little Rock, AR 72113

Mailing Address

Phone number

(501) 218-8880

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	349
AUM (Assets Under Management)	$ 71,808,402

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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David A. Lukas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Andrew Lukas's CRS (Customer Relationship Summary).

Certified licenses

Experience

LUKAS TOTAL WEALTH

SIGNATURE INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/2014

Current Firm

LUKAS TOTAL WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LUKAS TOTAL WEALTH

TRUST BUT VERIFY

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