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Austin Luckie, portrait

Austin Luckie

Investment adviser representative at Vilga Financial Planning in Charlotte, NC

Investment adviser registrationUpdated

Austin Luckie is an investment adviser representative at Vilga Financial Planning LLC, an investment adviser managing $169M, and works from its Charlotte, NC office. Austin Luckie has been registered through Vilga Financial Planning since 2 February 2026, has 7 years in the industry across 2 firms and has passed the SIE, Series 7TO, Series 63 and Series 66.

7
Years in industry
0
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Austin Luckie has been an investment adviser representative at Vilga Financial Planning since February 2026, and is not listed among the firm’s executive officers or direct owners.

Vilga Financial Planning LLC is a firm with $169M under management, 19 clients and 2 advisers in one office, as of its March 2026 filing.

Austin Luckie is a lead advisor at Vilga Financial Planning. At Vanguard, he advised high net worth clients on portfolio construction, tax-efficient investing, and retirement income strategies.

Austin Luckie’s longest registration was 4 years at Vanguard Advisers, Inc. (2021–2026). Before joining Vilga Financial Planning in 2026, Austin Luckie was registered through Vanguard Advisers, Inc.

  1. – present · under a year
    Charlotte, NC · Adviser representative · Firm CRD 311166
  2. Vanguard Advisers, Inc.
    – · 4 years
    Charlotte, NC · Adviser representative · Firm CRD 106715

Credentials and registrations

Professional designations

Listed by Vilga Financial Planning

  • CFP®
  • Tax Planning Certified Professional® (TPCP®)

Investment adviser representative registrations

Austin Luckie is registered as an investment adviser representative in North Carolina, since February 2026.

  • North CarolinaSince 2 February 2026

Examinations

Series 669 July 2021
Name
Uniform Combined State Law Examination
Series 639 August 2019
Name
Uniform Securities Agent State Law Examination
Series 7TO29 July 2019
Name
General Securities Representative Examination
SIE26 June 2019
Name
Securities Industry Essentials Examination

Key facts

Full name
Austin James Luckie
CRD
6996781
Firm
Vilga Financial Planning · CRD 311166
Office
Charlotte, NC
Registration
Investment adviser registration
In the industry since
July 2019
Disciplinary history
Not yet shown here · SEC record
Firm bio
vilga.com

Common questions

Where does Austin Luckie work?

Austin Luckie is an investment adviser representative registered through Vilga Financial Planning LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Austin Luckie a financial advisor?

Yes. Austin Luckie has a current investment-adviser registration in North Carolina, through Vilga Financial Planning since February 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Austin Luckie have?

Austin Luckie has 7 years in the financial industry, since July 2019, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Austin Luckie passed?

Austin Luckie has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 66. The earliest, the SIE, was passed in June 2019.

Source: IAPD individual record, checked 22 October 2026

Where is Austin Luckie based?

Austin Luckie’s registered office is in Charlotte, NC.

Source: IAPD individual record, checked 22 October 2026

Is Austin Luckie registered with FINRA?

No. Austin Luckie has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Austin Luckie a CFP?

Vilga Financial Planning lists Austin Luckie with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.

Source: Austin Luckie, CFP®, TPCP® biography, vilga.com

How can I verify Austin Luckie’s record?

Search CRD 6996781 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Austin Luckie’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Vilga Financial Planning

Sources

  1. IAPD individual record, CRD 6996781, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Vilga Financial Planning LLC, filed 24 March 2026. Executive officers and direct owners; this person is not among them.
  3. Vilga Financial Planning team page. Biography, education, credentials, awards and the portrait, reproduced for identification.