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DP

Drew S. Payne

LUKAS TOTAL WEALTH
North Little Rock, AR 72113
Some features on this profile are disabled
CRD#: 7274042
DP

Professional summary

Drew S Payne is a registered financial advisor currently at LUKAS TOTAL WEALTH located in North Little Rock, Arkansas.

Drew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Drew has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO, Series 7TO and SIE exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Drew S Payne'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

March 8, 2024 - Present

LUKAS TOTAL WEALTH

Office #1: 9792 Maumelle Blvd, North Little Rock, AR 72113
RIA
CRD#: 281513
North Little Rock, AR
Past

December 14, 2020 - January 31, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
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
(3/8/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/8/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/30/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/14/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/11/2020
Securities Industry Essentials Examination

Current Firm

LT
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
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts349
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.

Company Information

LUKAS TOTAL WEALTH

CRD#: 281513North Little Rock, AR 72113

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