Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luke? Claim Your ProfileLuke Schillo is an investment advisor representative registered with Orba Wealth Advisors, LLC in Illinois and Texas. Luke has been in the industry since 2007 and has worked for several firms, including Northern Trust and Telemus Capital, LLC. Luke specializes in providing financial planning and portfolio management for individuals and businesses. Luke also holds a Series 65 license, having passed the Uniform Investment Adviser Law Examination in 2017. Luke is also a partner in the restaurant business Enjoyum Restaurant Group, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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IL
11/05/2023 - Present
Orba Wealth Advisors, LLC (CHICAGO IL)
IA
Issued 06/28/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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