Devon Alpe
Advisor at Lukas Total Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Lukas Total Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
North Little Rock, AR 72113
Credentials
Series 63, Series 65
Industry experience
3 years
Devon Alpe is a financial advisor with Lukas Total Wealth in North Little Rock, AR, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes positions at Infinite Financial Solutions, Northwestern Mutual, and Mackenzie Barnes. Lukas Total Wealth serves individuals and high-net-worth clients, particularly those at or near retirement, offering investment advisory and financial planning services. The firm focuses on tactical asset management to address sequence-of-returns risk and utilizes third-party model portfolios and a range of investment products, including mutual funds, ETFs, fixed income, and insurance.
Based on Lukas Total Wealth
Based on Lukas Total Wealth
Fixed project-based financial planning fees, negotiated per client
$0 - $500,000: 1.95% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 0.45% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $15,000,000: 0.35% $15,000,001 - $20,000,000: 0.30% $20,000,001 - $25,000,000: 0.25% $25,000,001 - $50,000,000: 0.20% $50,000,000+: 0.10%
Commissions on insurance products range from 1% to 10.5%; commissions on sale of gold/silver bullion
$100 to $300 per hour, negotiated
Fee-only: Hourly fees of $100 to $300 per hour; fixed project-based fees negotiated per client
9792 Maumelle Blvd
North Little Rock, AR 72113
Arkansas
Infinite Financial Solutions, LLC
2024 - Present (2 years)
Northwestern Mutual Wealth Management Company
2024 - 2024 (1 year)
Mackenzie Barnes
2023 - 2024 (1 year)
Northwestern Mutual Investment Management
2021 - 2023 (2 years)
Nathan Daniel Kinard
2020 - 2021 (1 year)
Northwestern Mutual Life Insurance Company
2019 - 2020 (1 year)
Eagle Bank and Trust
2018 - 2019 (1 year)
Arkansas Surgical Hospital
2017 - 2018 (1 year)
Edwards Food Giant
2016 - 2017 (1 year)
Unemployed
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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