Luke Vanzo

Accelerated Wealth Advisors LLC

20 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching

Accelerated Wealth Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

523 clients

Average Client Portfolio

$356K average

Assets Under Management

$186.3M

Fee Structure

Location

13570 Meadowgrass Dr., Ste. 100, Colorado Springs, CO, 80921

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History

Regulatory History (1)

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Customer Dispute

July 2016

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Luke is a youth pastor at Lighthouse Church, running youth groups on Sunday nights. This activity takes about 10-20% of his time.

Employment History

Current Registrations

Accelerated Wealth Advisors LLC

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

Market Guard

May 2020 - April 2024 · 3 yrs 11 mos

Thrivent Investment Management INC.

November 2018 - May 2020 · 1 yr 6 mos

Thrivent Investment Management INC.Broker

July 2018 - May 2020 · 1 yr 10 mos

Nylife Securities LLCBroker

September 2015 - June 2018 · 2 yrs 9 mos

Nylife Distributors LLCBroker

January 2014 - September 2015 · 1 yr 8 mos

Nylife Securities LLCBroker

July 2008 - January 2014 · 5 yrs 6 mos

Primevest Financial Services, INC.

April 2006 - October 2007 · 1 yr 6 mos

Primevest Financial Services, INC.Broker

April 2006 - October 2007 · 1 yr 6 mos

Thrivent Investment Management INC.Broker

December 2004 - April 2006 · 1 yr 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.