Edward Jones- Financial Advisor: David Luken

Edward Jones- Financial Advisor: David Luken Investment Strategy, Financial Strategies, Retirement saving, Long term planning

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After passing the CFP® exam in July, I'm proud to announce that I've earned my CERTIFIED FINANCIAL PLANNER® (CFP®) certi...
08/25/2026

After passing the CFP® exam in July, I'm proud to announce that I've earned my CERTIFIED FINANCIAL PLANNER® (CFP®) certification.

Accomplishing this milestone would not have been possible without the support of so many important people. First and foremost, thank you to my wife, kids, and family for their patience and encouragement throughout the process. My wife is very thankful to not see my flashcards and notebooks spread out all over the house anymore! Thank you to Amanda, my BOA, for her support along the way. And thank you to the entire team at Danko Education for providing the tools, coaching, and education needed to get across the finish line.

I look forward to putting this knowledge to work as I continue to help our clients accomplish their financial goals

From equity compensation to restricted stock, I help bring clarity to complex wealth. Let's talk.
08/24/2026

From equity compensation to restricted stock, I help bring clarity to complex wealth. Let's talk.

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. ...
08/19/2026

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. I’m here to help you see the full picture, from compensation and benefits to long-term planning. Together, we can build a plan that helps you feel confident about your future.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Career changes come with important financial considerations. As a financial advisor who builds relationships with profes...
08/17/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4hC0Qla

Estate planning isn't just for the wealthy. Without a plan in place, important decisions may be made for you. Let's make...
08/13/2026

Estate planning isn't just for the wealthy. Without a plan in place, important decisions may be made for you.

Let's make sure your intentions are clear.

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through p...
08/13/2026

When your career changes unexpectedly, a confident strategy can make all the difference. I’m here to guide you through potential financial options and support your next steps. Let’s talk.

A strong financial strategy connects every part of your life — goals, cash flow, family and legacy. I focus on helping c...
08/12/2026

A strong financial strategy connects every part of your life — goals, cash flow, family and legacy.

I focus on helping clients take a comprehensive view, so nothing is overlooked.

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2545 Foxpointe Drive Ste E
Columbus, IN
47203

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