Luke Vanzo is a registered investment advisor at Accelerated Wealth Advisors LLC, based in Colorado Springs, CO, with 20 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 523 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Accelerated Wealth Advisors charges a fee based on the value of your portfolio. The total annual fee will not exceed 2.0% and is a combination of fees paid to the Investment Advisor and the Investment Advisor Representative. This fee covers ongoing management of your investments. The fee is deducted from your account quarterly.
Location
13570 Meadowgrass Dr., Ste. 100, Colorado Springs, CO, 80921
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Regulatory History (1)
Customer Dispute
July 2016Other 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
Previous Registrations
Market Guard
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Nylife Securities LLCBroker
Nylife Distributors LLCBroker
Nylife Securities LLCBroker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Thrivent Investment Management INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.