Unclaimed Profile

Kelly L Luke

MARKET STREET WEALTH MANAGEMENT, LLC·WEST CHESTER, Pennsylvania

Clean recordMARKET 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kelly L Luke is a registered financial advisor based in WEST CHESTER, Pennsylvania, affiliated with MARKET STREET WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MARKET STREET WEALTH MANAGEMENT, LLC

MARKET STREET WEALTH MANAGEMENT

AUM

$589M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MARKET STREET WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: PAYMENT FOR CLIENT REFERRALS

Regulatory

SEC/IARD CRD# 4714060

Firm CRD# 155157

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kelly L Luke offer?

Kelly L Luke specializes in Financial Planning, Investment Management. Contact their office in WEST CHESTER, Pennsylvania for a consultation.

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, working with MARKET STREET WEALTH MANAGEMENT, LLC. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.

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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