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Luke Zachary Milholland

VAULT FINANCIAL SOLUTIONS, LLC·NORMAN, Oklahoma
SIE, Series 6, Series 63, Series 65CFPChFCClean record11 years registeredVAULT 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 · 11 years registered
Brand Profile
Not yet started
01

Career History

VAULT WEALTH
Jun 2017 – present
PRUDENTIAL FINANCIAL PLANNING SERVICES
Aug 2015 – Jun 2017
Norman, OK
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC
Jan 2015 – Jun 2015
OKLAHOMA CITY, OK
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · January 27, 2015
Years registered · 11
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VAULT FINANCIAL SOLUTIONS, LLC
CRD 288541 · SEC 801-110614
AUM
$3M
Regulatory assets under management
Employees
2
15 client accounts
Services offered by VAULT FINANCIAL SOLUTIONS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VAULT FINANCIAL SOLUTIONS, LLC →
Introduction

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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 holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
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
TULSA (131)OKLAHOMA CITY (107)EDMOND (16)BARTLESVILLE (13)DURANT (6)ARDMORE (5)PONCA CITY (3)BETHANY (3)GROVE (1)STILLWATER (1)
City Guides
TULSA GuideOKLAHOMA CITY GuideEDMOND GuideBARTLESVILLE GuideDURANT Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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