Luke Will is a CFP-designated registered investment advisor, based in Oconomowoc, WI, with 10 years of industry experience.
Location
820 Summit Ave, Unit A, Oconomowoc, WI, 53066
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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
Luke is an independent contractor selling fixed insurance products and owns Navigation Wealth Management LLC, used as a DBA for investment advisory, broker-dealer, and insurance business, taking up a full-time commitment. He also co-owns Will Capital Holdings LLC to hold business property and Maximus Capital for real estate investing, dedicating minimal time to each.
Employment History
Current Registrations
D.H. Hill Securities, LllpBroker
D.H. Hill Securities, Lllp
Belpointe Asset Management LLC
Previous Registrations
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Waddell & Reed
Waddell & ReedBroker
Edward Jones
Edward JonesBroker
State Registrations9 states
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.