Luke Prestholt (CRD# 6408309) is an Investment Advisor Representative working at Mariner Wealth in Pittsburg, KS and has over 7 years of experience in the finance industry.
CRD# 6242965
Edward Jones
CRD# 2684147
Osaic Wealth, Inc.
CRD# 4252381
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Wealth Advisors | Pittsburg, KS | Nov 2022 - Current | 1 |
| Wells Fargo Clearing Services, LLC | Pittsburg, KS | Nov 2016 - Nov 2022 | 6 |
| Wells Fargo Advisors, LLC | Pittsburg, KS | Oct 2014 - Nov 2016 | 2 |
| Time Warner | Kansas City, MO | Jan 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- KS
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Total Assets Under Management81,107MILLIONS
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Total Number of Accounts132,567ACCOUNTS
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Average Account Value$611,818
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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