Oxbow Advisors
47yrs
Top advisor by experience in Austin
8yrs
Based in Austin, Texas, Luke Gerald is a fiduciary financial advisor with 8 years of industry experience. Luke joined Edelman Financial Engines in 2024, after a year at Northwestern Mutual Investment Services and three years at Fifth Third Securities. Luke holds the CFP® designation.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1111 W 6th St Suite 310, Austin, TX 78703
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Other
Typical client at the firm ?$375,508
Advisors at the firm727
States licensed ?1 state
Services through Edelman Financial Engines
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowEdelman Financial EnginesCurrent firm
- Jan 2023 – Aug 2023Northwestern Mutual Investment Services, LLCPreviously
- 2019 – 2022Fifth Third Securities, Inc.Previously
Contact Luke
Local office(512) 642-5234Ask for Luke. (833) 752-6333Main office · Santa Clara, CA 1111 W 6th St Suite 310Austin, TX 78703Office · Get directions X (Twitter) pageEdelman Financial Engines
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Questions to ask Luke
Tailored to Luke’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Luke
How do I contact Luke?
Call Luke’s local office at (512) 642-5234 or the Edelman Financial Engines main office at (833) 752-6333, and ask for Luke Gerald.
How long has Luke been a financial advisor?
Luke has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Luke hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Luke a fiduciary?
Luke is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Luke paid?
Edelman Financial Engines reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, other fees. Ask Luke for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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