Unclaimed
Luke Andrew Turner is a Certified Financial Planner™ with over 6 years of experience in the financial services industry. Luke is currently a registered Investment Advisor Representative with Moment Private Wealth, LLC, a firm based in Saint Louis, Missouri. Luke’s prior experience includes positions with Edward Jones and Mosaic Family Wealth, LLC. Luke has a strong track record of providing financial planning and investment management services to individuals and families, including high net worth individuals. Luke specializes in providing financial planning, investment management, and selection of other advisors. Luke holds a Series 65 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MO
05/10/2021 - Present
Moment Private Wealth (SAINT LOUIS MO)
IA
Issued 03/13/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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