Luke Green Voigt

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR 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

• 07/2016 → 08/2018
  Langdale Industries
  Valdosta, GA
• 08/2018 → Present
  Commercial Banking Company
  Valdosta, GA
• 09/2018 → 04/2020
  Cetera Investment Services Llc
  St. Cloud, MN
• 11/2018 → 04/2020
  Cetera Investment Advisors Llc
  Valdosta, GA
• 05/2020 → Present
  Infinex Investments, Inc.
  Meriden, CT

Previous Registrations

• 2018-11-15 → 2020-04-30
  Cetera Investment Advisers Llc
  Valdosta, GA

Other Businesses

1.) NON-PROFIT - VALDOSTA LATINO ASSOCIATION, INC. 2.) Valdosta North Rotary Club. Not investment related. President. Started in 2019. Approx 5-8 hours per month. 4 -6 hours per month during trading hours. Lead meetings, coordinate speakers, coordinate events, fundraising. 3.) Excell consulting. Not investment related. Started May 2022. Approx 1 hour per month. Clean up, organize, automate Excel Spreadsheets. 4.) CBC bank. Banking services. Financial Advisor. Started Dec 2018. 5.) Grace College. Not investment related. Adjunct Professor. Started Aug 2026. Approx 10 hours per month none during trading hours. Course development, proctor online course.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-14

Other Names

• Luke Voigt