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Luke Vanzo

Accelerated Wealth Advisors LLC

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About Luke Vanzo

Luke Vanzo is a Registered Investment Advisor and has over 15 years of experience in the financial services industry. Luke is currently registered with Accelerated Wealth Advisors LLC in Colorado Springs, CO. Previously, Luke was employed with Thrivent Investment Management Inc., NYLIFE Securities LLC, NYLIFE Distributors LLC and Primevest Financial Services, Inc.. Luke holds the Series 66, Series 7, and SIE licenses. Luke specializes in providing financial planning services and portfolio management for individuals, and businesses. Luke has a passion for helping clients achieve their financial goals and has a strong track record of success.

Firm Information

Luke Vanzo is currently registered with Accelerated Wealth Advisors LLC. Accelerated Wealth Advisors LLC is an investment advisor headquartered in Colorado Springs, Colorado. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pooled investment vehicles. They manage approximately $216,898,385 in assets and have 7 licensed agents, 4 investment advisor representatives, and 4 investment advisory functions.
Accelerated Wealth Advisors LLC

13570 MEADOWGRASS DR.

COLORADO SPRINGS, CO 80921

$216.90M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Luke Vanzo’s Registration & Firm History

CO

01/29/2024 - Present

Accelerated Wealth Advisors LLC (COLORADO SPRINGS CO)

CO

07/03/2018 - 05/15/2020

THRIVENT INVESTMENT MANAGEMENT INC. (Greenwood Village CO)

MN

09/02/2015 - 06/01/2018

NYLIFE SECURITIES LLC (VICTORIA MN)

NJ

01/02/2014 - 09/03/2015

NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)

MI

07/07/2008 - 01/06/2014

NYLIFE SECURITIES LLC (GRAND RAPIDS MI)

MI

04/24/2006 - 10/19/2007

PRIMEVEST FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)

MI

12/03/2004 - 04/25/2006

THRIVENT INVESTMENT MANAGEMENT INC. (GRAND RAPIDS MI)

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Licenses & Designations

BOTH

Issued 11/09/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Luke Vanzo. Review regulatory record here.
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