Lukas Gotto is a dedicated financial advisor committed to helping individuals, families, and businesses achieve their financial goals while making a positive impact in the community. Lukas has been an active community member in Alexandria since 2014 when he moved to the area to teach at Alexandria Public Schools. During his time as an educator, he was responsible for many great experiences for students, including the Cool School Plunge, the outdoor trails, bridges, and boardwalks at Discovery Middle School, Makercamp, Trout in the Classroom, Safe Routes to School, and more. He also coached four sports teams a year for the majority of that time.
In 2023, Lukas made the difficult decision to leave education and take the opportunity to partner with his dad, Kevin Gotto, who has been in the financial industry for over 35 years. With his education background, Lukas brings a collaborative spirit to personalize solutions for each client. He believes that financial success is not just about numbers—it's about empowering people to make informed decisions that benefit their lives, their futures, and their community. Whether it's retirement planning, portfolio or tax optimization, or navigating complex financial landscapes, Lukas is driven by the success of those he serves and is passionate about giving back to his community.
Education
Bachelor of Science, Winona State University
Master of Education, St. Mary’s University
Registrations, Licenses, and Certification
FINRA SIE
FINRA Series 7, General Securities Representative
FINRA Series 66, Uniform Combined State Law Examination
- FINRA Series 24, General Securities Principal
Community Involvement
Alexandria Fire Department, Firefighter
Alexandria Education Foundation, Board Member
Inductee of Leadership Alexandria Program, 2023 Graduate
Viking Sportsmen, Board Member
Calvary Lutheran Church, Former Church Council