Advisor at Full of Grace Financial
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.
Firm
Full of Grace Financial
Location
Roanoke, IN
Credentials
Series 63, Series 65
Industry experience
2 years
Luke Mc Quade is a financial advisor at Full of Grace Financial with two years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Full of Grace Financial provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The fee-only firm uses a combination of passive and active strategies, offers discretionary portfolio management, and customizes portfolios for socially responsible objectives.
Based on Full of Grace Financial
Based on Full of Grace Financial
$0 - $250,000: 1.10% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001+: 0.80%
Fee-only: Financial planning fixed fees ranging from $50 to $500 monthly, including an initial fee up to $500.
Roanoke, IN
Indiana · Texas
Full of Grace Financial
2026 - Present (1 year)
Northwestern Mutual Wealth Management Company
2024 - 2026 (2 years)
Northwestern Mutual Investment Services LLC
2023 - 2026 (3 years)
W Drake
2023 - 2026 (3 years)
Jonathan Lehman
2023 - 2026 (3 years)
Randall Lehman
2023 - 2026 (3 years)
Kevin Bontrager
2023 - 2026 (3 years)
Mark Boyd
2023 - 2026 (3 years)
Thomas Gearhart
2023 - 2026 (3 years)
Rob Hayworth
2023 - 2026 (3 years)
Randall Lehman
2023 - 2023 (1 year)
Cedarville University
2021 - 2023 (2 years)
Cedarville University
2021 - 2023 (2 years)
Miracle Camp
2019 - 2021 (2 years)
Grace College
2018 - 2021 (3 years)
Archbold Area Schools
2013 - 2018 (5 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
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Broker-dealer / trader
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Bank
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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.
CFP®, Series 63
Fort Wayne, IN
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CFP®, ChFC®, Series 63, Series 65
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Diem Wealth Management
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