Kenneth
Luckinbill

Zega Financial, LLC

CRD#3140271
Investment Advisor
in Dexter, IA

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About this Advisor

Kenneth Luckinbill is a financial advisor based in Dexter, Iowa, working with Zega Financial, LLC. Kenneth has previously held positions at Zega Financial, LLC, Securities America Advisor, Inc, Securities America, Inc, Ladenburg Thalmann Financial Services, Inc, and Maia Wealth. Kenneth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, Kenneth is part of Zega Financial, LLC, which operates out of Dexter, Iowa. The firm has 5 offices and 16 employees. The firm manages assets totaling $2.6 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Zega Financial, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Dexter, IA

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Zega Financial, LLC Brokerage Details

Total Assets Under Management

$2,609,823,082

IA Average: $1,855,561,029
Total Number of Employees

16

IA Average: 62
Total Number of Accounts

1,781

IA Average: 2,474
Average Account Size

$1,465,370

IA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Kenneth Luckinbill Work History

2024 - Present (0 year)

Zega Financial, LLC

2023 - Present (1 year)

Maia Wealth

2015 - 2023 (8 years)

Ladenburg Thalmann Financial Services, Inc

2008 - 2023 (15 years)

Securities America Advisor, Inc

2008 - 2023 (15 years)

Securities America, Inc

Disclosures

Please visit the SEC profile of Kenneth Luckinbill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Zega Financial, LLC

Quinn Berry
Palm Beach Gardens, FL
Michael Puck
Palm Beach Gardens, FL
Derek Moore
Scottsdale, AZ
Michael Brokaw
Omaha, NE
John Pestrichelli
Palm Beach Gardens, FL
Jeffery Paiz
Palm Beach Gardens, FL
Brett Johnson
Palm Beach Gardens, FL
Kenneth Luckinbill
Dexter, IA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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