Lukas Ryan Gotto

Current Employers

Employment History

• 07/2014 → 07/2024
  Alexandria Public Schools
  Alexandria, MN
• 04/2024 → Present
  Gotto Wealth Partners Llc
  Alexandria, MN
• 08/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2024 → 08/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 10/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: ALEXANDRIA EDUCATION FOUNDATION INVESTMENT RELATED: NO ADDRESS: ALEXANDRIA, MN 56308 NATURE OF BUSINESS: BOARD FIDUCIARY POSITION START DATE: 7/2024 POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 WALKMEBRIEF DESCRIPTION OF DUTIES: SUPPORT AND ADD VALUE TO THE LOCAL PUBLIC SCHOOL DISTRICT TO ENHANCE STUDENT LEARNING AND OUTCOMES; 2. NAME OF OTHER BUSINESS: VIKING SPORTSMEN INVESTMENT RELATED: NO ADDRESS: ALEXANDRIA, MN 56308 NATURE OF BUSINESS: BOARD FIDUCIARY POSITION START DATE: 1/2020 POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: SUPPORT YOUTH OUTDOOR EDUCATION, RECREATION, AND ACTIVITIES TO INSPIRE YOUTH TO ENJOY THE GREAT OUTDOORS; 3. NAME OF OTHER BUSINESS: ALEXANDRIA FIRE DEPT - VOLUNTEER INVESTMENT RELATED: NO ADDRESS: 302 FILLMORE ST, ALEXANDRIA, MN 56308 NATURE OF BUSINESS: FIRE DEPARTMENT START DATE: 7/2023 POSITION/TITLE/RELATIONSHIP: VOLUNTEER FIRE FIGHTER APX NUMBER OF HOURS PER WEEK: 6 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: SERVE THE COMMUNITY AS A VOLUNTEER FIRE FIGHTER AND ALL THAT ENTAILS; 4. NAME OF OTHER BUSINESS: GOTTO WEALTH PARTNERS LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 4/2024 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: REGISTERED REP DUTIES; 5. NAME OF OTHER BUSINESS: ALEXANDRIA FIRE DEPT RELIEF ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 302 FILLMORE STREET, ALEXANDRIA, MN 56308; NATURE OF BUSINESS: BOARD; START DATE: 7/2025; POSITION/TITLE/RELATIONSHIP: TRUSTEE - CO-TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP WITH ENRICHMENT OF FIREFIGHTER LIVES AND OVERSEE/ACT AS A REPRESENTATIVE BETWEEN THE VOLUNTEER FIREFIGHTERS OF ALEXANDRIA AND THE CITY; 6. NAME OF OTHER BUSINESS: MINNEWASKA LAKESIDE LLC; INVESTMENT RELATED: NO; ADDRESS: 180 S LAKESHORE DRIVE, GLENWOOD, MN 56334; NATURE OF BUSINESS: RESTAURANT START DATE: 06/2025; POSITION/TITLE/RELATIONSHIP: BOAT CAPTAIN/SERVER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SERVING WEDDING PARTIES, RECEPTION BEVERAGES DURING BOAT RIDES AND DURING THE WEDDING DANCE; 7. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 02/2025; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 8. NAME OF OTHER BUSINESS: ANFINSON THOMPSON FINANCIAL SERVICES; INVESTMENT RELATED: YES, ADDRESS: 1309 MN HWY 29, SUITE 101, ALEXANDRIA, MN 56308, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 9. NAME OF OTHER BUSINESS: LUKAS GOTTO; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL ADDRESS; NATURE OF BUSINESS: SALE OF PUPPIES; START DATE: 06/04/2026 POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SALES OF PUPPIES TO NEW FAMILIES;

Exams

• S66 Uniform Combined State Law Examination
  2024-10-14