Thomas Luckenbill
Thomas Luckenbill is a registered investment advisor at Lifemark Securities CORP., based in Columbia, MO, with 27 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,434 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LifeMark Securities Corp. charges a fee based on a percentage of your account value for investment advisory services. This fee is negotiable and depends on the account value, investment program, service level, and complexity of your financial situation. The fee ranges from 0.35% to 0.5% depending on the asset level, with a maximum of 2.0%. Additional fees may include custodian fees, platform fees, manager fees, and transaction fees. The fees are deducted directly from your account monthly or quarterly.
Location
3610 Buttonwood Drive, Suite 200, Columbia, MO, 65201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is an independent insurance agent selling life, accident, and health insurance, dedicating about 10-20% of his time to this. He also works as an attorney specializing in estate planning, spending about a third of his time on this, and is an adjunct professor at Williams Woods University, spending about 10-20% of his time.
Employment History
Current Registrations
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Lifemark Securities CORP.
Previous Registrations
Foresters Equity Services, INC.Broker
Foresters Equity Services, INC.
Next Financial Group, INC.
Next Financial Group, INC.Broker
Nylife Securities INC.Broker
Terra Financial Planning Group LTD
Capital Brokerage CorporationBroker
Princor Financial Services CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.