Luke Harrison Heiligenthal

Current Employers

Employment History

• 03/2021 → 01/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 05/2018 → 02/2021
  Arvest Bank
  Lowell, AR
• 08/2004 → 05/2017
  Rogers Public Schools
  Rogers, AR
• 03/2021 → 12/2023
  Thrivent Advisor Network, Llc
  Albany, NY
• 08/2017 → 12/2020
  University Of Arkansas
  Fayetteville, AR
• 01/2024 → Present
  Oakwood Capital Securities, Inc,
  Minneapolis, MN
• 06/2024 → Present
  49 Wealth Management Llc
  Leawood, KS

Other Businesses

(1) 49 Wealth Management; Investment Related; 6550 Sprint Parkway, Leawood, KS 66251; RIA; Financial Advisor; Start 6/2024; 160 Hrs/Mth; 160 During Securities Trading Hours; Advisor Upon Passing Exams (2) Fixed Insurance; Investment Related; 6550 Sprint Parkway, Leawood, KS 66251; Fixed / Traditional Insurance; Agent; Start 3/2021; 10 Hrs/Mth; 10 During Securities Trading Hours; Sales of Fixed/Traditional Insurance Products (3) Oakwood Capital Securities; investment related; 6550 Sprint Parkway, Leawood, KS 66251; Registered representative work with broker dealer for variable annuities; Using broker-dealer tools in the best interest of clients; Start date: 2024-01-01; 35 Hours per month during trading hours; 20 Hours per month outside trading hours. 4. FinServ Foundation; not investment related; 14600 Branch St, Suite 113Omaha, NE 68154; unpaid mentorship where time will be spent with young students discussing the role of financial planning; Start date: 05/24/2026; Hours per month during market trading hours: 1; hours per month outside market trading hours; 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-30
• S63 Uniform Securities Agent State Law Examination
  2021-01-26

Other Names

• Luke Heiligenthal