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Luke Anthony Gassett

Cliftonlarsonallen Wealth Advisors, LLC

St. Louis, MO

Minneapolis, MN

CRD 8237238

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Employer firm

Cliftonlarsonallen Wealth Advisors, LLC CRD 38357

$14.4B regulatory AUM 575 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Cliftonlarsonallen Wealth Advisors, Llc

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-07-09
  • MO RA
    APPROVED
    Since 2026-07-09

Branch Locations

600 Washington Street Suite 1800, St. Louis, MO 63101 • United States

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • 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
Unemployed St. Louis MO 08/2016 04/2017
Kirkwood Athletic Association Kirkwood MO 04/2017 08/2017
The Ups Store Town And Country MO 05/2017 08/2017
Unemployed St. Louis MO 08/2017 12/2017
The Ups Store Town And Country MO 12/2017 01/2018
Unemployed St. Louis MO 01/2018 04/2018
Kirkwood Athletic Association Kirkwood MO 04/2018 08/2018
The Ups Store Town And Country MO 05/2018 05/2021
Cliftonlarsonallen Llp St. Louis MO 05/2021 08/2021
Unemployed St. Louis MO 08/2021 08/2022
Cliftonlarsonallen Llp St Louis MO 08/2022 04/2026
Cliftonlarsonallen Wealth Advisors Llc St. Louis MO 04/2026 Present
Affton Athletic Association Affton MO 08/2024 04/2026
  • 08/2016 → 04/2017
    Unemployed
    St. Louis, MO
  • 04/2017 → 08/2017
    Kirkwood Athletic Association
    Kirkwood, MO
  • 05/2017 → 08/2017
    The Ups Store
    Town And Country, MO
  • 08/2017 → 12/2017
    Unemployed
    St. Louis, MO
  • 12/2017 → 01/2018
    The Ups Store
    Town And Country, MO
  • 01/2018 → 04/2018
    Unemployed
    St. Louis, MO
  • 04/2018 → 08/2018
    Kirkwood Athletic Association
    Kirkwood, MO
  • 05/2018 → 05/2021
    The Ups Store
    Town And Country, MO
  • 05/2021 → 08/2021
    Cliftonlarsonallen Llp
    St. Louis, MO
  • 08/2021 → 08/2022
    Unemployed
    St. Louis, MO
  • 08/2022 → 04/2026
    Cliftonlarsonallen Llp
    St Louis, MO
  • 04/2026 → Present
    Cliftonlarsonallen Wealth Advisors Llc
    St. Louis, MO
  • 08/2024 → 04/2026
    Affton Athletic Association
    Affton, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-10
  • S65 Uniform Investment Adviser Law Examination
    2026-06-10

View on SEC IAPD

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