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Lindsay Luketic, CRPS®, CPFA

Senior Vice President, Director of Operations and Client Relations
(659) 238-0010 ext. 103

Lindsay Luketic serves as the Vice President, Director of Relationship Management for Advo(k)ate Advisors, LLC (a registered office of Osaic Wealth, Inc.). Lindsay leads our service team and is responsible for managing all aspects of our client relationships, including benchmarking of qualified plans, leading enrollment meetings, educating plan participants, conducting investment analyses, preparing retirement plan proposals, helping plan sponsors convert and implement retirement plans, supporting plan sponsors through mergers and acquisitions, providing support to clients and serving in compliance and supervisory roles. Lindsay assists in all aspects of retirement plan coordination.

Lindsay is a graduate of Birmingham-Southern College with a Bachelor of Science Degree in Business Administration and a minor in Economics. Lindsay holds securities registrations 6, 63, 65 and 26. She is a Chartered Retirement Plan Specialist designee from the College for Financial Planning, and she also holds the Certified Plan Fiduciary Advisor Designation from the National Association of Plan Advisors.

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Education

Bachelor of Science Degree in Business Administration
Birmingham-Southern College

NAPA Top DC Advisor Teams

The NAPA Top DC Advisor Teams list issued on March 18, 2025 for the 2025 year highlights retirement plan advisor firms that are in a single physical location, and have at least $100 million in DC assets under advisement.  The list is based on self-reported assets under advisement as of December 3, 2024. 433 teams were selected. No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

NAPA Top Women of Excellence- MVP

NAPA Top Women of Excellence – MVP award issued by National Association of Plan Advisors (NAPA) on October 20, 2025 for the 2025 Year was awarded to non-producing (possibly) licensed relationship managers primarily focused on managing relationships and the retention of clients.  The financial professional applied for the recognition.  Criteria used to determine the winner(s) includes information provided on a series of quantitative and qualitative questions on their experience and practice, as well as accomplishments, contributions to the industry, state of workplace retirement plans and the ways in which they give back.  Numerous people were considered for this honor and 110 were selected in the MVP category.  No fee was paid for the nomination, receipt, or promotion of the award.  Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. 

PLANADVISER Top Retirement Plan Advisers

Advo(k)ate Advisors received the 2026 PLANADVISER Top Retirement Plan Adviser recognition. The adviser did not pay a fee to be considered.