Luke Robert Epple

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 06/2024 → 01/2025
  Westclay Wine And Spirits
  Carmel, IN
• 08/2020 → 05/2024
  Full Time Education
  Bloomington, IN
• 05/2023 → 08/2023
  Oakstreet Funding
  Indianapolis, IN
• 08/2016 → 05/2020
  Full Time Education
  Carmel, IN
• 05/2023 → 09/2023
  3Up Rooftop Bar
  Carmel, IN
• 05/2022 → 08/2022
  Firedawgs Junk Removal
  Indianapolis, IN
• 04/2018 → 05/2021
  Smart Wash Co.
  Carmel, IN
• 02/2025 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 02/2025 → Present
  Schwab Wealth Advisory
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-04-26