Luke
Mokma
Koa Wealth Management, LLC
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About this Advisor
Luke Mokma is a certified financial planner operating out of Ladera Ranch, California who has 1 year of relevant experience. Mokma is on the advisory team at Koa Wealth Management, LLC. Over the course of their career, they have held roles at The Bishoff Financial Group, Cambridge Investment Research, Inc, Gahanna Lincoln High School, Ohio Dominican, Columbus State & Franklin University, Cambridge Investment Research Advisors, Inc, Koa Wealth Management, LLC and Personal Capital Advisors Corporation. Mokma maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Koa Wealth Management, LLC is a registered investment firm with a branch in Ladera Ranch, California. The company has a total of six employees. It manages $181 million in assets between its 627 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 627 accounts, 43% are associated with high-net-worth investors who have at least $1 million in investable assets. The company has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management are based on the type of services provided. However, fee types charged by Koa Wealth Management, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Koa Wealth Management, LLC Brokerage Details
$181,317,903
6
627
$289,183
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Luke Mokma Work History
Luke has been registered as a financial advisor for 1 years.*
Koa Wealth Management, LLC
Personal Capital Advisors Corporation
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
The Bishoff Financial Group
Ohio Dominican, Columbus State & Franklin University
Gahanna Lincoln High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Luke Mokma 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 Koa Wealth Management, LLC
Ladera Ranch, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
