Jeffrey Scott Lukowiak

Current Employers

Employment History

• 12/2015 → 01/2025
  Lincoln Financial Advisors Corporation
  Vancouver, WA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Vancouver, WA

Previous Registrations

• 2015-12-11 → 2025-01-24
  Osaic Fa, Inc.
  Vancouver, WA
• 2014-02-03 → 2015-12-16
  Edward Jones
  St Louis, MO
  Vancouver, WA

Other Businesses

1) JEFF LUKOWIAK INSURANCE 1498 SE TECH CENTER PLACE, SUITE 320 VANCOUVER, WA 98683 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER HEALTH AND DISABILITY INSURANCE, COMMISSION-BASED GROUP BENEFITS, FIXED AND EQUITY-INDEXED ANNUITIES, TRADITIONAL LIFE INSURANCE, LONG-TERM CARE INSURANCE, LIFE SETTLEMENTS, AND PREMIUM FINANCING START DATE: 12/2015 HOURS PER MONTH: 25 HOURS PER MONTH DURING TRADING HOURS: 10 2) Washington Timbers Academy 431 W. Dogwood Street Washougal Washington 98671 Category: Sports Coach Investment Related: NO Title: Soccer Coach Duties: Coach Youth Soccer Start Date: 05/14/2016 Hours per Month: 8 Hours per Month during trading hours: 0 3) Jeffrey Lukowiak, USSF Referee Washougal, WA Category: Sports Official Investment-Related: No Title: Self Duties: Referee soccer games Start Date: 5/2017 Hours per month: 7 Hours per month during trading hours: 0 4) JEFFREY LUKOWIAK WASHOUGAL, WA CATEGORY: EXPERT WITNESS INVESTMENT-RELATED: NO TITLE: SELF DUTIES: OFFER EXPERT WITNESS CONSULTING START DATE: 12/2017 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0 UPDATE FORM BR: NO. 5) WEALTH BY DESIGN PNW 1498 SE TECH CENTER PLACE, SUITE 320 VANCOUVER, WA CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: MANAGER, OFFICER, OWNER DUTIES: OFFER HEALTH, DISABILITY, LONG TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE; COMMISSION-BASED GROUP BENEFITS, HEALTH SAVINGS ACCOUNTS; FIXED AND INDEXED ANNUITIES START DATE: 8/2020 HOURS PER MONTH: 200 HOURS PER MONTH DURING TRADING HOURS: 150 6) JEFFREY S. LUKOWIAK 1498 SE TECH CENTER PL SUITE 320 VANCOUVER, WA CATEGORY: NOTARY PUBLIC INVESTMENT RELATED: YES TITLE: NOTARY PUBLIC DUTIES: NOTARIZE DOCUMENTS ON A NEEDED BASIS START DATE: 12/2023 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 7) JEFF LUKOWIAK INSURANCE POSITION: Agent NATURE: Sell and Service Fixed Insurance Products INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 12/11/2015 ADDRESS: 1498 SE TECH CENTER PLACE, SUITE 320, Vancouver WA 98683, United States DESCRIPTION: Sell and Service Fixed Insurance Products 8) WEALTH BY DESIGN PNW POSITION: Manager,Officer,Owner NATURE: This is our new business marketing name Wealth By Design PNW. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 08/31/2020 ADDRESS: 1498 SE Tech Center Place, Suite 145, SUITE 320, Vancouver WA 98683, United States DESCRIPTION: Own, Manage, Operate under this marketing name as a Osaic Wealth Advisor. 9) SOCCER COACH POSITION: Coach NATURE: Soccer Coach w/ Columbia Premier Academy, Clark College Vancouver, WA INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 05/14/2016 ADDRESS: 431 W Dogwood St, Washougal WA 98671, United States DESCRIPTION: Coach Men's and Youth Soccer

Exams

• S66 Uniform Combined State Law Examination
  2013-12-06