Luke Harl
Luke Harl is a registered investment advisor at Midwestern Securities Trading Co.,llc, based in Wayne City, IL, with 6 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 10,329 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.30% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.55% |
Advisory fees are negotiable and may be higher or lower than the standard advisory fee but such advisory fees may not exceed 2% annually.
Fee Estimator
Location
100 N Main St, Wayne City, IL, 62895
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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 Activities
Luke works as a financial advisor at Fairfield National Bank, dedicating nearly full-time hours to this role. He also serves on the board of directors for the Greater Fairfield Area Chamber of Commerce, is a business advisor for FNB Financial, is the church treasurer for Fairfield First Baptist Church, and is the president of Frontier Community College Foundation.
Employment History
Current Registrations
Midwestern Securities Trading Co.,llc
Midwestern Securities Trading Company, LLCBroker
State Registrations10 states
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