# Luken Investment Analytics, LLC
Source: https://planprovider.pro/provider/luken-investment-analytics-llc

> Built around its “Smart Diversification” approach, Luken Investment Analytics, LLC focuses on data-driven portfolio decisions aimed at reducing emotional inv…

Retirement Plan Advisor

Brentwood, TN

## About Luken Investment Analytics, LLC

<p>Built around its “Smart Diversification” approach, Luken Investment Analytics, LLC focuses on data-driven portfolio decisions aimed at reducing emotional investing. The firm is an SEC-registered investment advisor headquartered in Brentwood in the Nashville metro area.</p>

<p>Luken’s process is research-based and market-tested, with an emphasis on mathematically defining trends and risks. The goal is to set clear portfolio actions for both rising and falling markets, rather than reacting day to day.</p>

<p>As a <a href="/plan-advisors">plan advisor</a>, the firm offers 3(21) fiduciary investment advice for retirement plans and also provides wealth management guidance for first-generation wealth builders. Its work can include investment planning, tax strategies, estate planning coordination, debt and cash flow planning, and risk reviews.</p>

<p>The firm reported $0.2B in assets under management as of 2026. One practical differentiator is that Luken invests alongside its clients, reflecting how it applies its own strategies in real portfolios.</p>

<ul>
<li>SEC-registered investment advisor based in Brentwood (Nashville area)</li>
<li>Retirement plan support: 3(21) fiduciary investment advice</li>
<li>“Smart Diversification” method focused on trends, risk, and rules-based decisions</li>
<li>Wealth planning topics: investments, taxes, estate planning, cash flow, and debt</li>
<li>Reported AUM: $0.2B (2026)</li>
</ul>

Website: [https://greg53039.wixstudio.com/my-site-1/our-approach](https://greg53039.wixstudio.com/my-site-1/our-approach)

## Office Locations

- Brentwood, TN (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $236.9M

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