LV
Luke Vanzo
ACCELERATED WEALTH ADVISORS LLC
Colorado Springs, CO 80921
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CRD#: 4874436
LV
Professional summary
Luke Vanzo, who also goes by Luke David Vanzo, is a registered financial advisor currently at ACCELERATED WEALTH ADVISORS LLC located in Colorado Springs, Colorado.
Luke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Luke has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Luke David Vanzo
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.
LIGHTHOUSE CHURCH
POSITION: Youth Pastor NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2020
ADDRESS: 12870 Stroh Ranch Ct, Parker CO 80134, United States
DESCRIPTION: Run the Junior High and High School Youth Groups for a small church on Sunday Nights
CRS (Client Relationship Summary) - RIA
Click below to view Luke Vanzo'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®
NoneExperience
Current
January 29, 2024 - Present
ACCELERATED WEALTH ADVISORS LLC
Office #1: 13570 Meadowgrass Dr. Ste. 100, Colorado Springs, CO 80921RIA
CRD#: 170022
Colorado Springs, CO
Past
May 20, 2020 - April 1, 2024
JENKINS WEALTH
RIA
CRD#: 153241
ENGLEWOOD, CO
Past
November 13, 2018 - May 15, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
Greenwood Village, CO
Past
July 3, 2018 - May 15, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Greenwood Village, CO
Past
September 2, 2015 - June 1, 2018
NYLIFE SECURITIES LLC
BD
CRD#: 5167
VICTORIA, MN
Past
January 2, 2014 - September 3, 2015
NYLIFE DISTRIBUTORS LLC
BD
CRD#: 35350
JERSEY CITY, NJ
Past
July 7, 2008 - January 6, 2014
NYLIFE SECURITIES LLC
BD
CRD#: 5167
GRAND RAPIDS, MI
Past
April 24, 2006 - October 19, 2007
CETERA INVESTMENT SERVICES LLC
RIA
CRD#: 15340
GRAND RAPIDS, MI
Past
April 24, 2006 - October 19, 2007
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
GRAND RAPIDS, MI
Past
December 3, 2004 - April 25, 2006
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
GRAND RAPIDS, MI
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
ACCELERATED WEALTH ADVISORS LLC
ACCELERATED WEALTH ADVISORS LLC | ACCELERATED WEALTH ADVISORS, LLC
CRD#: 170022 / SEC#: 801-108636
RIA
Registered Investment Advisory firm - (11/10/2016 Approved)California
Registered Investment Advisory firm - (12/16/2016 Terminated)Colorado
Registered Investment Advisory firm - (12/30/2016 Terminated)Florida
Registered Investment Advisory firm - (11/16/2016 Terminated)Georgia
Registered Investment Advisory firm - (12/20/2016 Terminated)Illinois
Registered Investment Advisory firm - (11/10/2016 Terminated)Michigan
Registered Investment Advisory firm - (11/23/2016 Terminated)Missouri
Registered Investment Advisory firm - (11/16/2016 Terminated)New Jersey
Registered Investment Advisory firm - (11/22/2016 Terminated)North Carolina
Registered Investment Advisory firm - (11/21/2016 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/17/2016 Terminated)Tennessee
Registered Investment Advisory firm - (11/16/2016 Terminated)Texas
Registered Investment Advisory firm - (11/16/2016 Terminated)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
Colorado(1/29/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AW
ACCELERATED WEALTH ADVISORS LLC
ACCELERATED WEALTH ADVISORS LLC | ACCELERATED WEALTH ADVISORS, LLC
CRD#: 170022 / SEC#: 801-108636
RIA
Registered Investment Advisory firm - (11/10/2016 Approved)California
Registered Investment Advisory firm - (12/16/2016 Terminated)Colorado
Registered Investment Advisory firm - (12/30/2016 Terminated)Florida
Registered Investment Advisory firm - (11/16/2016 Terminated)Georgia
Registered Investment Advisory firm - (12/20/2016 Terminated)Illinois
Registered Investment Advisory firm - (11/10/2016 Terminated)Michigan
Registered Investment Advisory firm - (11/23/2016 Terminated)Missouri
Registered Investment Advisory firm - (11/16/2016 Terminated)New Jersey
Registered Investment Advisory firm - (11/22/2016 Terminated)North Carolina
Registered Investment Advisory firm - (11/21/2016 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/17/2016 Terminated)Tennessee
Registered Investment Advisory firm - (11/16/2016 Terminated)Texas
Registered Investment Advisory firm - (11/16/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13570 Meadowgrass Dr. Ste. 100, Colorado Springs, CO 80921
Mailing Address
Phone number
(719) 466-5630
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 740 |
| AUM (Assets Under Management) | $ 186,280,410 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ACCELERATED WEALTH ADVISORS LLC
CRD#: 170022Colorado Springs, CO 80921TRUST BUT VERIFY
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