Kenneth Luckinbill

25 Years of Experience

Winterset, IA

Sells Insurance

Kenneth Luckinbill is a registered investment advisor at Zega Investments, LLC, based in Winterset, IA, with 25 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,043 clients with $550M in assets under management.

Zega Investments, LLC

Compensation

Fee-Only (% of Portfolio)

Firm Size

6 advisors

Number of Clients

1,043 clients

Average Client Portfolio

$526K average

Assets Under Management

$548.8M

Fee Structure

Investment management only (planning not offered)

Minimum Annual Fee:$1,000

ZEGA Investments charges a percentage of the assets they manage for you. This fee ranges from 0.50% to 1.75% per year. There is a $1,000 minimum fee. The fee is negotiable based on the complexity of your situation, your financial situation, and your objectives.

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Location

1217 N. 6th Avenue, Winterset, IA, 50273

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History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

Kenneth is the owner/agent of Luckinbill Financial Advisors LLC, selling life, disability, and long-term care insurance, dedicating about 10-20% of his time. He also owns a small farm and cattle operation, spending minimal time on it.

Employment History

Current Registrations

Zega Investments, LLC

August 2024 - Present · 1 yr 9 mos

Previous Registrations

Zega Financial, LLC

February 2024 - September 2024 · 7 mos