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Luke Zachary Milholland

VAULT FINANCIAL SOLUTIONS, LLC·NORMAN, Oklahoma
Clean recordVAULT FINANCIAL SOLUTIONS, LLC
617 24TH AVENUE SW, NORMAN, OK 73069CRD# 5478288Firm CRD# 288541

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Luke Zachary Milholland · NORMAN, OK
Registration
CRD #5478288 · VAULT FINANCIAL SOLUTIONS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Luke Zachary Milholland is a registered financial advisor based in NORMAN, Oklahoma, affiliated with VAULT FINANCIAL SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VAULT FINANCIAL SOLUTIONS, LLC
VAULT WEALTH STRATEGIES, LLC
AUM
$3M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at VAULT FINANCIAL SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5478288
Firm CRD# 288541
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Luke Zachary Milholland offer?
Luke Zachary Milholland specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORMAN, Oklahoma for a consultation.
What are Luke Zachary Milholland's credentials?
Luke Zachary Milholland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Luke Zachary Milholland located?
Luke Zachary Milholland is based in NORMAN, Oklahoma, working with VAULT FINANCIAL SOLUTIONS, LLC. Their office serves clients in the NORMAN metropolitan area and surrounding communities.
How does Luke Zachary Milholland charge for services?
Luke Zachary Milholland's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VAULT FINANCIAL SOLUTIONS, LLC?
VAULT FINANCIAL SOLUTIONS, LLC has approximately 2 employees and manages $3M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)BETHANY (4)PONCA CITY (4)CLINTON (3)GROVE (2)
City Guides
OKLAHOMA CITY GuideTULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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