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Luke Elvin joseph Will

Belpointe Asset Management LLC

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About Luke Elvin joseph Will

Luke Will is a financial advisor with Belpointe Asset Management LLC. Luke Will has been in the industry for over 8 years. Luke Will's registration history includes Park Avenue Securities LLC, Waddell & Reed and Edward Jones. Luke Will is a Certified Financial Planner. Luke Will is licensed in Arizona, Florida, Illinois, Massachusetts, Minnesota, New York, Ohio and Wisconsin.

Firm Information

Luke Will is currently registered with Belpointe Asset Management LLC. Belpointe Asset Management LLC is an investment advisor based in Reno, NV. The firm manages $4.30 billion in assets for a range of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Belpointe Asset Management offers a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. The firm participates in a wrap fee program.
Belpointe Asset Management LLC

500 DAMONTE RANCH PARKWAY

RENO, NV 89521

$4.30B

Assets Under Management

109

Total Clients

129

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Luke Will’s Registration & Firm History

WI

06/14/2021 - Present

Belpointe Asset Management LLC (Oconomowoc WI)

WI

05/31/2018 - 06/16/2021

PARK AVENUE SECURITIES LLC (OCONOMOWOC WI)

WI

01/21/2016 - 06/06/2018

WADDELL & REED (WAUKESHA WI)

MO

07/15/2015 - 11/05/2015

EDWARD JONES (ST LOUIS MO)

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Licenses & Designations

BOTH

Issued 08/03/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luke Elvin joseph Will.
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