Marcus Luckeneder
Validus Financial Associates
8877 West Union Hills Drive
Suite 540
Peoria, AZ 85382
6027933123
About Validus Financial Associates
Here at Validus Financial Associates, we are a team of financial planners that have been working together since 2011, and some of us together much longer. We have over 100 years of collective experience. We strive to provide the greatest cost-benefit relationship that we can. We believe the most important component of what we do is in-depth financial planning. From there, we develop investment strategies with independence at the core of the approach. We also believe in diversification. This can mean devising an investment strategy with many different portfolio managers and asset classes.
See Disclosures
General Information
Firm Start Year
CRD#
6103189
Firm CRD#
6413
Insurance License#
1030050
States Licensed in
AZ,NM,CA,TX
Years of Experience in Financial Services
13
Number of Years with Current Firm
13
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Tax Advice and Services, Financial Planning for Businesses, Financial Advice & Consulting, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, AAMS®
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Life, Variable Life, Long Term Care
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Flat Fee, Based on Assets
Minimum Fee Charged for Managed Accounts
$1
Minimum Fee Charged for Hourly Planning Accounts
$1
Education
W.P. Carey School of Business -
Arizona State University
08/01/2007 -05/01/2010
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Disclaimer
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC