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Luke Jonathan Bunch

Oxenfree Financial

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About Luke Jonathan Bunch

Luke Bunch is a financial advisor at Oxenfree Financial. Luke has been in the industry since 2014. Luke is registered with the state of Florida and Texas as an Investment Advisor Representative. Luke offers financial planning, portfolio management services for individuals and other advisory services. Luke is a solutions architect at Oxenfree Technology LLC, and also works as an insurance agent.

Firm Information

Luke Bunch is currently registered with Oxenfree Financial. OxenFree Financial is a registered investment advisor based in Satellite Beach, Florida. The firm manages approximately $168 million in assets for a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. They offer financial planning and portfolio management services, and specialize in asset allocation and advisory consulting.
Oxenfree Financial

1360 S PATRICK DRIVE

SATELLITE BEACH, FL 32937

$168.35M

Assets Under Management

1

Total Clients

8

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation and advisory consulting

Asset allocation and advisory consulting

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 Bunch’s Registration & Firm History

FL

06/19/2024 - Present

Oxenfree Financial (MELBOURNE FL)

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Licenses & Designations

IA

Issued 05/15/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Luke Jonathan Bunch.
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