Luke Elvin Joseph Will

Current Employers

Employment History

• 03/2009 → 12/2017
  Exclusive Sounds Llc
  Watertown, WI
• 01/2016 → 05/2018
  Waddell & Reed Inc
  Waukesha, WI
• 02/2016 → 05/2018
  Various Insurance Carriers For W & R Insurance Agencies
  Watertown, WI
• 05/2018 → 06/2021
  Guardian Life Insurance Company
  Pewaukee, WI
• 05/2018 → 06/2021
  Park Avenue Securities
  Pewaukee, WI
• 06/2021 → 06/2021
  Park Avenue Securities
  Oconomowoc, WI
• 06/2021 → 06/2021
  Guardian Life Insurance
  Oconomowoc, WI
• 06/2021 → Present
  Belpointe Asset Management, Llc
  Reno, NV
• 06/2021 → Present
  D.H. Hill Securities, Lllp
  Kingwood, TX

Previous Registrations

• 2018-05-31 → 2021-06-16
  Park Avenue Securities Llc
  Pewaukee, WI
  Oconomowoc, WI
• 2016-01-21 → 2018-06-06
  Waddell & Reed
  Waukesha, WI
• 2015-08-04 → 2015-11-05
  Edward Jones
  Watertown, WI
  St Louis, MO
  Maryland Heights, MO

Other Businesses

1. Fixed Outside Business-Independent contractor, sales of fixed insurance products with various carriers. Start: 06/05/2018 Address: 711 Laurie Ann Circle Watertown, WI 53098 2 bus hrs per month Investment related 2. Navigation Wealth Management LLC-Used as DBA name for investment advisory, broker dealer, and insurance business. Owner. Start: 05/01/2018 Address: 711 Laurie Ann Circle Watertown, WI 53098 160 hrs per month Investment related 3) Will Capital Holdings LLC- LLC to hold the property out of which we conduct our business. Start: 02/03/2021 Address: 711 Laurie Ann Circle Watertown, WI 53098 0 total hours per month Investment related No annual compensation 4) Maximus Capital; investment-related 820 Summit Ave, Unit A, Oconomowoc, WI 53066 Real estate investing; Co-owner Start: 10/24/23; 3 hours per month, none during trading hours 5) Trustee of Rhodes Dynasty Trust & Rhodes Insurance Trust 820 Summit Ave, Unit A, Oconomowoc, WI 53066 Trustee of a Trust Start: 03/2026; 0.5 hours per month, none during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2015-08-03

Designations

Other Names

• Luke E Will