Stephen Lukan
John E. Sestina and Company · Columbus, Ohio
Stephen Lukan is a fee-only financial advisor at John E. Sestina and Company in Columbus, Ohio, who holds the CFP credential. John E. Sestina and Company reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | John E. Sestina and Company |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $744.0M across 12,193 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6643070 |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.managingtobewealthy.com |
How Stephen's firm compares
- John E. Sestina and Company's average account is about $61,000, from its Form ADV (assets managed divided by 12,193 accounts).
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Questions about Stephen
Is Stephen Lukan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and John E. Sestina and Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, John E. Sestina and Company, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Stephen Lukan based?
Stephen Lukan is based in Columbus, Ohio.
What credentials does Stephen Lukan hold?
Stephen Lukan holds the CFP credential.
Is Stephen Lukan registered with the SEC?
Yes. Stephen Lukan is registered as an investment adviser representative in OH (CRD 6643070), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does John E. Sestina and Company manage?
John E. Sestina and Company reports $744.0M across 12,193 accounts in assets under management.
How do I contact Stephen Lukan?
Through Stephen's website, www.managingtobewealthy.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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