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RIA / WealthAdvisorCertified Financial Planner29 years in industry

DONALD ALBERT LUEKE

Advisor at AE WEALTH MANAGEMENT, LLC

KANSAS CITY, MO | Kansas City, MO

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Search this name across graphsid dfx:ria:392736d7-0734-e9c7-d13b-ca524d77d2a5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jun 28, 2000 to Sep 15, 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: AE WEALTH MANAGEMENT, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 19, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 4
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Feb 19, 1997
First registration: Jun 28, 2000
Dual registered: no
Other names: DONALD A LUEKE|Don Lueke|DONALD A. LUEKE
IAPD individual key: 1962691

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
HERITAGE FIRST WEALTH MANAGEMENT, LLC	State registered	Jul 6, 2026	n/a	yes	KANSAS CITY, MO	Current employment
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Sep 11, 2020	n/a	yes	Kansas City, MO	Current employment
ATLANTIS WEALTH ADVISORS LLC	Independent wealth	Mar 24, 2017	Aug 31, 2020	no	Kansas City, MO	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	May 26, 2010	Mar 31, 2016	no	KANSAS CITY, MO\|AUSTIN, TX\|KANSAS CITY, MO	Previous registration
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	Bd affiliated wealth	Jul 22, 2004	May 27, 2010	no	KANSAS CITY, MO\|OVERLAND PARK, KS\|OVERLAND PARK, KS	Previous registration
SII INVESTMENTS, INC.	Former SEC adviser	Jun 28, 2000	Jul 21, 2004	no	PRAIRIE VILLAGE, KS	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
ATLANTIS WEALTH ADVISORS LLC	AE WEALTH MANAGEMENT, LLC	Aug 31, 2020	Sep 11, 2020	11	Firm change	RIA to RIA
NFP ADVISOR SERVICES, LLC	ATLANTIS WEALTH ADVISORS LLC	Mar 31, 2016	Mar 24, 2017	358	Firm change	Other
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	NFP ADVISOR SERVICES, LLC	May 27, 2010	May 26, 2010	-1	Firm change	Other
SII INVESTMENTS, INC.	BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	Jul 21, 2004	Jul 22, 2004	1	Firm change	Other

Relationships

Registered with (6)

→ HERITAGE FIRST WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 6, 2026 to presentfactForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Sep 11, 2020 to presentfactForm ADV
→ ATLANTIS WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Mar 24, 2017 to Aug 31, 2020factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
May 26, 2010 to Mar 31, 2016factForm ADV
→ BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jul 22, 2004 to May 27, 2010factForm ADV
→ SII INVESTMENTS, INC.Registered adviserregistration: previous registration
Jun 28, 2000 to Jul 21, 2004factForm ADV

Dated events

No dated event names this entity yet.