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Lukas Olson Sonka

Rockefeller Financial LLC

New York, NY

CRD 8139860

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Employer firm

Rockefeller Financial LLC CRD 291361

$99.6B regulatory AUM 223 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Rockefeller Financial Llc

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-06-24
  • NY RA
    APPROVED
    Since 2026-06-24

Branch Locations

45 Rockefeller Plaza, New York, NY 10111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman Sachs & Co. Llc. New York NY 07/2025 05/2026
Aventi Entertainment Minneapolis MN 09/2023 07/2025
Kroll Capital Llc. Minneapolis MN 05/2023 08/2023
Tally's Dockside & Cg Hooks Bbq White Bear Lake MN 07/2019 07/2023
Student At Mounds Park Academy St. Paul MN 09/2012 07/2019
Rockefeller Financial Llc Ny NY 06/2026 Present
  • 07/2025 → 05/2026
    Goldman Sachs & Co. Llc.
    New York, NY
  • 09/2023 → 07/2025
    Aventi Entertainment
    Minneapolis, MN
  • 05/2023 → 08/2023
    Kroll Capital Llc.
    Minneapolis, MN
  • 07/2019 → 07/2023
    Tally's Dockside & Cg Hooks Bbq
    White Bear Lake, MN
  • 09/2012 → 07/2019
    Student At Mounds Park Academy
    St. Paul, MN
  • 06/2026 → Present
    Ny, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-13
  • S66 Uniform Combined State Law Examination
    2025-09-13
Other Names
  • Luke Sonka

View on SEC IAPD

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