Brian Rano Lueker
Investment Adviser Representative at Independent Financial Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brian Rano Lueker is an investment adviser representative with Independent Financial Partners in Allentown, PA, where they have been registered since 2025. They have worked in the securities industry since 2006 and have been registered with 5 firms, including Osaic Advisory Services, LLC and American Financial Management Group, Ltd. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
11 states and territories
California, Delaware, Florida, Maine, Maryland, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Triad Advisors, Inc.May 2014 – Aug 2024Norcross, GA
- Triad Hybrid SolutionsJun 2018 – Mar 2025Allentown, PA
- Osaic Wealth, Inc.Aug 2024 – Mar 2025Allentown, PA
- IFP Securities, LLCApr 2025 – no end date reportedTampa, FL
- Independent Financial PartnersApr 2025 – no end date reportedTampa, FL
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Independent Financial Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Less than $30,000,0001.65%
- Greater than or equal to $30,000,000 but less than $60,000,0001.25%
- Greater than or equal to $60,000,000 but less than $90,000,0001.10%
- Greater than $90,000,0001.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 327
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Tampa, FL
- SEC file number:
- 801-69511
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Independent Financial Partners
Showing 12 of 327 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Rano Lueker has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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