Luke
Heiligenthal
49 Financial
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About this Advisor
Luke Heiligenthal is a financial advisor based in Overland Park, Kansas, working with 49 Financial. Luke has previously held positions at Purshe Kaplan Sterling Investments, Arvest Bank, Hiwasse Plumbing And Excavation, Rogers Public Schools, Thrivent Advisor Network, LLC, University Of Arkansas, Oakwood Capital Securities, Inc, and 49 Wealth Management LLC. Luke has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas. Currently, Luke is part of 49 Financial, which operates out of Overland Park, Kansas. The firm has 8 offices and 103 employees. The firm manages assets totaling $566.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at 49 Financial includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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49 Financial Brokerage Details
$566,217,984
103
3,364
$168,317
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Luke Heiligenthal Work History
Oakwood Capital Securities, Inc
49 Wealth Management LLC
Purshe Kaplan Sterling Investments
Thrivent Advisor Network, LLC
Arvest Bank
University Of Arkansas
Hiwasse Plumbing And Excavation
Rogers Public Schools
Disclosures
Please visit the SEC profile of Luke Heiligenthal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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