Luke Kenneth Harper

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2022 → Present
  Fidelity Investments
  Westlake, TX
• 11/2020 → 05/2022
  Horny Toad Café & Bar
  Denton, TX
• 11/2018 → 08/2019
  Standard Service
  Heath, TX
• 07/2018 → 01/2019
  Snuffers
  Heath, TX
• 07/2017 → 01/2018
  Bahama Bucks
  Rockwall, TX
• 08/2015 → 08/2019
  Rockwall Heath High School
  Heath, TX
• 08/2019 → 11/2020
  N/A
  Denton, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-02-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-02-07
• S63 Uniform Securities Agent State Law Examination
  2022-11-18

Other Names

• Luke K Harper
• Luke Harper