Lindsay Luketic, CRPS, CPFA

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.