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Scott Starkel

David Lukas Financial

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About Scott Starkel

Scott Starkel is a financial advisor with David Lukas Financial, based in North Little Rock, Arkansas. Scott has over 14 years of experience in the financial services industry and is committed to providing personalized financial advice to help clients achieve their goals. Scott specializes in financial planning, portfolio management, and selection of other advisors. Scott holds the Series 65, Series 63, Series 10, Series 9, Series 7, and SIE licenses.

Firm Information

Scott Starkel is currently registered with David Lukas Financial. David Lukas Financial is an investment advisory firm with 5 investment adviser representatives and 1 licensed agent. The firm manages approximately $73,176,259 in assets for 351 clients, primarily individuals. They offer financial planning, portfolio management for individuals, educational seminars, and selection of other advisers.

$73.18M

Assets Under Management

Not reported

Total Clients

5

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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Scott Starkel’s Registration & Firm History

AR

08/21/2023 - Present

David Lukas Financial (NORTH LITTLE ROCK AR)

AR

08/22/2018 - 01/26/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LITTLE ROCK AR)

RI

10/23/2009 - 08/07/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)

RI

11/01/2007 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)

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Licenses & Designations

IA

Issued 08/21/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/25/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/19/2011

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/22/2011

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Starkel.
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