Luke Messer has been an investment adviser representative at Forefront Asset Management since October 2023, and is not listed among the firm’s executive officers or direct owners. Luke Messer holds a Bachelor of Science in Business Administration from Liberty University.
Forefront Asset Management, LLC is a Virginia Beach, VA firm with $137M under management, 322 clients and 3 advisers across 2 offices, as of its May 2026 filing.
Luke Messer is an Investment Advisor Representative at Forefront Asset Management, LLC. Messer has completed the Accredited Asset Management Specialist™ and Chartered Retirement Planning Counselor™ designations, which Messer uses to evaluate clients' insurance and tax situations and to address social security, military and government benefits, estate planning and retirement strategies. Messer has passed the CFP® board exam and is progressing toward the CFP® certification.
- – present · 3 yearsVirginia Beach, VA · Adviser representative · Firm CRD 281118
Professional designations
Listed by Forefront Asset Management
- Accredited Asset Management Specialist™ (AAMS™)
- Chartered Retirement Planning Counselor™ (CRPC™)
Investment adviser representative registrations
Luke Messer is registered as an investment adviser representative in Virginia, since October 2023.
- VirginiaSince 5 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 July 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Luke Michael Messer
- CRD
- 7815900
- Firm
- Forefront Asset Management · CRD 281118
- Office
- 1209 INDEPENDENCE BOULEVARD, SUITE 106, Virginia Beach, VA 23455
- Registration
- Investment adviser registration
- In the industry since
- October 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- forefrontam.com
Where does Luke Messer work?
Luke Messer is an investment adviser representative registered through Forefront Asset Management, LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Luke Messer a financial advisor?
Yes. Luke Messer has a current investment-adviser registration in Virginia, through Forefront Asset Management since October 2023.
How many years of experience does Luke Messer have?
Luke Messer has 3 years in the financial industry, since October 2023, across 1 adviser firm.
What exams has Luke Messer passed?
Luke Messer passed the Series 65 in July 2023.
Where is Luke Messer based?
Luke Messer’s registered office is in Virginia Beach, VA.
Is Luke Messer registered with FINRA?
No. Luke Messer has no current broker registration.
How can I verify Luke Messer’s record?
Search CRD 7815900 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Luke Messer’s full registration record.