Luke Milholland (CRD# 5478288) is an Investment Advisor Representative working at Vault Wealth in Norman, OK and has over 15 years of experience in the finance industry. Luke Milholland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Saltbox Development | Oklahoma City, OK | Jul 2023 - Current | < 1 |
| Chamberlain Realty, LLC | Moore, OK | Nov 2018 - Current | 5 |
| Vault Wealth Strategies, LLC | Oklahoma City, OK | Jun 2017 - Current | 6 |
| Pruco Securities, LLC | Norman, OK | Jun 2015 - Jun 2017 | 2 |
| The Prudential Insurance Company Of America | Norman, OK | Jun 2015 - Jun 2017 | 2 |
| Northwestern Mutual Investment Services, LLC | Oklahoma City, OK | Jan 2015 - Jun 2015 | < 1 |
| Northwestern Mutual Investment Services, LLC | Oklahoma City, OK | Jan 2009 - Jun 2015 | 6 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 2008 - Jun 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
| S63 | Uniform Securities State Law Examination | Apr 2009 |
- OK
- TX
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts541ACCOUNTS
-
Average Account Value$80,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
OK, TX
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