Louis Paul Lukac

Current Employers

Employment History

• 08/2002 → Present
  Wizard Trading
  Grand Rapids, MI
• 06/2018 → Present
  Trowbridge Capital Partners Llc
  New York, NY
• 01/2002 → Present
  Lukac Capital Management Inc.
  Chicago, IL
• 07/2020 → Present
  Trust Investment Advisors
  Indianapolis, IN

Previous Registrations

• 2002-05-21 → 2003-06-27
  Eagle Strategies Llc
  Scottsdale, AZ

Other Businesses

TROWBRIDGE CAPITAL PARTNERS, LLC PORTFOLIO MANAGEMENT TO LESS THAN 5 CLIENTS. MANAGING MEMBER AND CHIEF INVESTMENT OFFICER NOT CURRENTLY RECRUITING FOR NEW CLIENTS SPENDS LESS THAN 4 HOURS PER MONTH. NO COMPENSATION. WIZARD TRADING INC. RR LUKAC INDICATED THAT HE IS THE SOLE OWNER OF WIZARD TRADING INC., A COMPANY THAT LEASES SOFTWARE TO ANALYZE TRADING STRATEGIES INVOLVING FUTURES CONTRACTS, OPTIONS AND HEDGE STRATEGIES. RR LUKAC FURTHER INDICATED THAT HE IS RECEIVES A FLAT MONTHLY LICENSING FEE FOR THE USE OF THIS SOFTWARE BY TRENDSTAT CAPITAL, THE ONLY COMPANY WITH A LEASE FOR THE SOFTWARE. I AM PRESIDENT AND OWNER. THE COMPANY IS INVESTMENT RELATED. THE COMPANY IS A COMMODITY TRADING ADVISOR. IT MANAGES MONEY IN THE DERIVATIVES MARKETS. DATES ASSOCIATED: 7/1996 TO PRESENT. MONEY MANAGEMENT CO. HOURS DEVOTED-NONE. I RECEIVE A ROYALTY CHECK IF THE FIRM PERFORMS. ZERO HOURS DEVOTED DURING SECURITY HOURS. MY DUTIES ARE TO MONITOR THE SOFTWARE PROGRAMS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-28
• S66 Uniform Combined State Law Examination
  2002-04-01
• S63 Uniform Securities Agent State Law Examination
  2002-02-23