Unclaimed Profile

Kelly L Luke

MARKET STREET WEALTH MANAGEMENT, LLC·WEST CHESTER, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65Clean record13 years registeredMARKET STREET WEALTH MANAGEMENT, LLC

999 WEST CHESTER PIKE, WEST CHESTER, PA 19382CRD# 4714060Firm CRD# 155157

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kelly L Luke · WEST CHESTER, PA

Registration

CRD #4714060 · MARKET STREET WEALTH MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MARKET STREET WEALTH MANAGEMENT, LLC

LOCKWOOD ADVISORS INC

May 2014 – Mar 2020

KING OF PRUSSIA, PA

MARKET STREET WEALTH MANAGEMENT

Oct 2012 – Mar 2014

WEST CHESTER, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · October 19, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARKET STREET WEALTH MANAGEMENT, LLC

CRD 155157 · SEC 801-81172

AUM

$589M

Regulatory assets under management

Employees

2,376 client accounts

Services offered by MARKET STREET WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARKET STREET WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Kelly L Luke offer?

Kelly L Luke specializes in Financial Planning, Investment Management.

What are Kelly L Luke's credentials?

Kelly L Luke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelly L Luke located?

Kelly L Luke is based in WEST CHESTER, Pennsylvania, last registered with MARKET STREET WEALTH MANAGEMENT, LLC.

How does Kelly L Luke charge for services?

Kelly L Luke's firm is compensated through percentage of aum, hourly charges, subscription fees, other: payment for client referrals. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARKET STREET WEALTH MANAGEMENT, LLC?

MARKET STREET WEALTH MANAGEMENT, LLC has approximately 16 employees and manages $589M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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