Luke Gregory has been an investment adviser representative at Lord and Richards Wealth Management since January 2024, and is not listed among the firm’s executive officers or direct owners.
Lord and Richards Wealth Management, LLC is a Highlands Ranch, CO firm with $129M under management, 1,228 clients and 8 advisers across 2 offices, as of its September 2026 filing.
Luke Gregory is a Financial Advisor of Lord and Richards. He has a background in business and finance, with experience ranging from accounting and finance to professional golf instruction. After years of helping people improve their golf game, he turned to serving individuals with their financial goals.
Luke Gregory’s longest registration is the current one, 2 years at Lord and Richards Wealth Management since 2024. Before joining Lord and Richards Wealth Management in 2024, Luke Gregory was registered through Ae Wealth Management, LLC.
- Lord and RichardsCurrent– present · 2 yearsHighlands Ranch, CO · Adviser representative · Firm CRD 328907
- Ae Wealth Management, LLC– · 1 yearHighlands Ranch, CO · Adviser representative · Firm CRD 282580
Investment adviser representative registrations
Luke Gregory is registered as an investment adviser representative in Colorado, since January 2024.
- ColoradoSince 8 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 June 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Luke Taylor Gregory
- CRD
- 7601539
- Firm
- Lord and Richards Wealth Management · CRD 328907
- Office
- 8744 LUCENT BLVD SUITE 100, Highlands Ranch, CO 80126
- Registration
- Investment adviser registration
- In the industry since
- July 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lordandrichards.com
Where does Luke Gregory work?
Luke Gregory is an investment adviser representative registered through Lord and Richards Wealth Management, LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Luke Gregory a financial advisor?
Yes. Luke Gregory has a current investment-adviser registration in Colorado, through Lord and Richards Wealth Management since January 2024.
How many years of experience does Luke Gregory have?
Luke Gregory has 4 years in the financial industry, since July 2022, across 2 adviser firms.
What exams has Luke Gregory passed?
Luke Gregory passed the Series 65 in June 2022.
Where is Luke Gregory based?
Luke Gregory’s registered office is in Highlands Ranch, CO.
Is Luke Gregory registered with FINRA?
No. Luke Gregory has no current broker registration.
How can I verify Luke Gregory’s record?
Search CRD 7601539 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Luke Gregory’s full registration record.
