Danielle A Lucht

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2004 → 11/2020
  Alliance Financing Grp
  Fort Myers, FL
• 01/2005 → 11/2020
  Guardian Life Insurance Co
  Fort Myers, FL
• 01/2005 → 11/2020
  Park Avenue Securities
  Fort Myers, FL
• 11/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2020 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2009-06-16 → 2020-11-09
  Park Avenue Securities Llc
  Fort Myers, FL
  Fort Myers, FL

Other Businesses

1) Everwell Financial, 1591 Hayley Lane, #202, FORT MYERS, FL, 04/01/04, INV REL, 15/WK 3/TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL, 20/WK 20/TRADING, 11/2020 3) EVERWELL FINANCIAL, 1591 HAWLEY LANE, #202, FORT MYERS, FL, 11/2020, NIR, OWNER, PASS THROUGHT ENTITY, 2 HR/WK 2/HR/WK 4) DANIELLE LUCHT, 1591 Hayley Ln Ste 202, Fort Myers FL 33907, 01/2023, Agent, 1099 Contractor, NIR, 3 HR/MO 3 HR/MO TRADING 5) THE GIRLS WHO VACATION PROPERLY LLC, 429 E Gulf Drive, Sanibel FL 33957, 05/2025, Owner, Real Estate, NIR, 4 HR/MO, 1 HR/MO TRADING. 6) DANIELLE A LUCHT, 1591 Hayley Lane, Suite 202, Fort Myers FL 33907, 05/2025, Landlord, Real Estate, NIR, 1 HR/MO, 0 HR/MO TRADING. 7) THE GIRLS WHO VACATION PROPERLY LLC, 429 E Gulf Drive, Sanibel FL 33957, United States, 05/15/2025, Owner, Real Estate, NIR, 4 HR/MO - 1 HR/MO TRADING 8) BEACH GLOW VACATION RENTALS LLC, 9548 River Otter Drive, Fort Myers FL 33912, United States, 07/01/2025, Owner, Real Estate, NIR, 2 HR/MO - 1 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2009-06-02
• S63 Uniform Securities Agent State Law Examination
  2006-09-11

Other Names

• Danielle Annette Yates
• Danielle Annette Lucht