Donald Albert Lueke

Employer firm

Heritage First Wealth Management, LLC CRD 342502

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2005 → Present
  Heritage First, Inc
  Kansas City, MO
• 03/2017 → 08/2020
  Atlantis Wealth Advisors Llc
  Kansas City, MO
• 03/2016 → 12/2020
  Ibn Financial Services Inc.
  Kansas City, MO
• 09/2020 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 02/2026 → Present
  Heritage First Tax Advisory, Llc
  Kansas City, MO
• 06/2026 → Present
  Heritage First Wealth Management, Llc
  Kansas City, MO
• 12/2025 → Present
  Heritage First Insurance Services, Llc
  Kansas City, MO
• 12/2025 → Present
  Heritage First Legacy Planning, Llc
  Kansas City, MO

Previous Registrations

• 2017-03-24 → 2020-08-31
  Atlantis Wealth Advisors Llc
  Kansas City, MO
• 2010-05-26 → 2016-03-31
  Kestra Investment Services, Llc
  Kansas City, MO
  Austin, TX
  Kansas City, MO
• 2004-07-22 → 2010-05-27
  Berthel, Fisher & Company Financial Services, Inc.
  Kansas City, MO
  Overland Park, KS
  Overland Park, KS
• 2000-06-28 → 2004-07-21
  Sii Investments, Inc.
  Prairie Village, KS

Other Businesses

1.) HERITAGE FIRST, INC; YES INVESTMENT RELATED; 800 W 47TH ST SUITE 709 KANSAS CITY, MO; INSURANCE SALES; OWNER; START DATE: 12/2005; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES; Heritage First, Inc., serves as the parent company for several affiliated entities that provide distinct professional services. Heritage First, Inc. owns Heritage First Wealth Management, LLC; Heritage First Legacy Planning, LLC; Heritage First Insurance Services, LLC; and Heritage First Tax Advisory Services. 2.) HERITAGE FIRST INSURANCE SERVICES, LLC; YES INVESTMENT RELATED; KANSAS CITY, MO; INSURANCE SALES; OWNER; START DATE: 12/2025; APPROX 80HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES; . 3.) HERITAGE FIRST, INC; NOT INVESTMENT RELATED; 800 W 47TH ST SUITE 709 KANSAS CITY, MO; LEGACY PLANNING: A PROCESS OF GUIDED DISCOVERY WITH FAMILIES FOR THEM TO INTENTIONALLY SHARE VALUES TO PASS ON TO THE NEXT GENERATIONS, ALSO ENCOURAGE PHILANTHROPY AS A TEACHING TOOL; START DATE: 12/2004;OWNER; LESS THAN 5 HOURS/MONTH DURING TRADING; PARTICIPATE IN THE PROCESS OF GUIDED DISCOVERY WITH FAMILIES TO CONSTRUCT THEIR HERITAGE STATEMENTS. 4.) PREPARE Institute; Investment Related; 8160 Perry Hwy, Pittsburg, PA 15237; Educational Workshops; Start Date: 10/8/2024; Instructor; Approx 6 Hrs/Month; Approx 1 Hrs/Month during trading; Instructor. 5.) Society for Financial Awareness (SOFA); Investment Related: Yes; 800 W 47th St. Suite 709, Kansas City, MO 64112; Non Profit promoting financial literacy; Member; Start Date 10/2025; Approx hours per month: 02; Approx hours during trading: 0; Run workshops with the intent to provide financial literacy. 6.) Author; Investment Related: No; 800 W 47th St. Suite 709, Kansas City, MO 64112; Non Profit promoting financial literacy; Member; Start Date 10/2025; Approx hours per month: 02; Approx hours during trading: 0; Run workshops with the intent to provide financial literacy. 7.) Heritage First Legacy Planning, LLC; Kansas City, MO; estate planning document services, Address: 800 W 47th St. Suite 709, Kansas City, MO 64112 , Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 12/2025, Approx hours per month: 10, Hours during trading: 5. 8.) Heritage First Tax Advisory, LLC; Investment Related: No; 800 W 47th St, Suite 709, Kansas City MO 64112; Tax Preparation; Managing Member; Start Date 02/2026; Approx hours per month: 10; Approx hours during trading: 10; Refer clients/prospects to the tax preparation 9.) Rare Coins of New Hampshire; Investment Related: Yes; 800 W 47th St, Suite 709, Kansas City MO 64112; I make referrals if the client is interested in holding precious metal; Advisor; Start Date 01/2026; Approx hours per month: 1; Approx hours during trading: 1; My involvement is only as much as being a financial advisor and understanding what the client wants. If they feel it is appropriate and through discussion, they want to move forward, that my role continues to be one of a connector or one that would introduce them to Rare Coins of New Hampshire. From there, the two parties make the transaction.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-18
• S63 Uniform Securities Agent State Law Examination
  1997-02-19

Designations

• Certified Financial Planner

Other Names

• Donald A Lueke
• Don Lueke
• Donald A. Lueke