Kenneth Blaine Luckinbill

Current Employers

Employment History

• 09/2008 → 06/2023
  Securities America Advisor, Inc.
  Lavista, NE
• 07/2008 → 06/2023
  Securities America, Inc.
  La Vista, NE
• 02/2015 → 06/2023
  Ladenburg Thalmann Financial Services, Inc.
  La Vista, NE
• 06/2023 → 02/2024
  Maia Wealth
  Dexter, IA
• 02/2024 → Present
  Zega Financial, Llc
  Palm Beach Gardens, FL
• 06/2024 → Present
  Zega Investments
  Palm Beach Gardens, FL

Previous Registrations

• 2024-02-29 → 2024-09-04
  Zega Financial, Llc
  Dexter, IA
  Palm Beach Gardens, FL
• 2023-06-08 → 2024-02-27
  Maia Wealth
  Dexter, IA
  Denver, CO
• 2008-09-26 → 2022-04-11
  Securities America Advisors, Inc.
  Lavista, NE
  Omaha, NE
  La Vista, NE

Other Businesses

(1) Luckinbill Financial Advisors LLC; investment related; 1217 N. 6th Ave. Winterset, IA 50273; Insurance; Owner/Agent; Start: 2/29/24; Approximately devote 20 hours/month during securities trading hours; I incorporate life, disability and long-term care insurance sales as part of the financial planning process for my clients. While insurance is not considered an investment, some products may be linked to market performance. (2) Kenneth Luckinbill; not investment related; 1217 N. 6th Ave. Winterset, IA 50273; small time farm and cattle operation; Owner; Start: 6/1/2022; 5. Approximately5 hours per month time spent; I may gain income by selling hay or cattle. It is not tied to clients for other investments. (3) 515 Aviation LLC, Not investment-related. 1224 200th St. Dexter, IA 50070-8511, Nature of business: Entity for holding our airplane. The plane is also leased back to the local flying school, which does create some revenue for the LLC, which is used to maintain and upgrade the plane. Position held Manager; Start date: 5/1/25. Hours worked per month 1% of time spent. Duties: I take care of billing and paying the bills for the LLC. (4) PERA Administrators, Investment-related. Nature of business: I am being paid 50 bps based on participants assets under management to set up and annually review 403(b)(9) plans for church; Start date: 1/1/2026; Position held: annual check in with the church to ensure the plan continues to meet their needs. Hours worked per month: XX ; Hours worked during securities trading hours: XX. (5) 401Go, affiliated with SEC RIA called GO INVEST LLC. Investment-related. Address: https://401go.com/retirement-solutions/. Nature of business: I receive compensation from/deflected through 401Go for introducing a small-business 401(k) plan, provided my activities are limited to solicitation/referral and I do not provide investment advisory services directly to the plan participants under the GO-Invest RIA. Start date: 1/1/2025. Position held: acting as a solicitor and not in an investment adviser capacity with GO-INVEST. Hours worked less than 1% per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-18
• S63 Uniform Securities Agent State Law Examination
  1999-06-18

Other Names

• Ken Luckinbill
• Kenneth B Luckinbill