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RIA / WealthAdvisorCertified Financial Planner15 years in industry

Luke Austin McCaslin

Advisor at CLASS VI FAMILY OFFICE, LLC

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0d7cd3ef-6e57-7bc5-9c67-eb14ee7daf6d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 5, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CLASS VI FAMILY OFFICE, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 5, 2014
First registration: Jun 5, 2014
Dual registered: no
IAPD individual key: 6311998

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CLASS VI FAMILY OFFICE, LLC	Independent wealth	Jan 11, 2023	n/a	yes	DENVER, CO	Current employment
CLASS VI FAMILY OFFICE, LLC	Independent wealth	Jan 7, 2019	Dec 31, 2022	no	DENVER, CO	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Jul 20, 2018	Jan 11, 2019	no	THORNTON, CO\|LAKEWOOD, CO\|ARVADA, CO\|NIWOT, CO\|GOLDEN, CO\|BOULDER, CO\|ARVADA, CO\|LOUISVILLE, CO\|SUPERIOR, CO	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jun 5, 2014	Jul 19, 2018	no	ARVADA, CO\|DENVER, CO\|DENVER, CO\|DENVER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	CLASS VI FAMILY OFFICE, LLC	Jan 11, 2019	Jan 7, 2019	-4	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Jul 19, 2018	Jul 20, 2018	1	Firm change	Wirehouse to ibd

Relationships

Registered with (3)

→ CLASS VI FAMILY OFFICE, LLCRegistered adviserregistration: previous registration
Jan 7, 2019 to Dec 31, 2022factForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Jul 20, 2018 to Jan 11, 2019factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 5, 2014 to Jul 19, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0d7cd3ef-6e57-7bc5-9c67-eb14ee7daf6d
First observed: Jun 5, 2014
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Luke Austin McCaslin

Advisor at CLASS VI FAMILY OFFICE, LLC

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0d7cd3ef-6e57-7bc5-9c67-eb14ee7daf6d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:05 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CLASS VI FAMILY OFFICE, LLC

Independent wealth

Jan 11, 2023

n/a

yes

DENVER, CO

Current employment

CLASS VI FAMILY OFFICE, LLC

Independent wealth

Jan 7, 2019

Dec 31, 2022

DENVER, CO

Previous registration

BANCWEST INVESTMENT SERVICES, INC. (BWIS)

Former SEC adviser

Jul 20, 2018

Jan 11, 2019

Previous registration

WELLS FARGO ADVISORS

Wirehouse

Jun 5, 2014

Jul 19, 2018

ARVADA, CO|DENVER, CO|DENVER, CO|DENVER, CO

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BANCWEST INVESTMENT SERVICES, INC. (BWIS)

CLASS VI FAMILY OFFICE, LLC

Jan 11, 2019

Jan 7, 2019

-4

Firm change

Ibd to RIA

WELLS FARGO ADVISORS

BANCWEST INVESTMENT SERVICES, INC. (BWIS)

Jul 19, 2018

Jul 20, 2018

Firm change

Wirehouse to ibd