Luke Trustan Stenzel

Employer firm

Linden Thomas Advisory Services, LLC CRD 288557

$1.77B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 06/2026 → Present
  Linden Thomas & Company
  Charlotte, NC
• 10/2025 → 06/2026
  Morris Jenkins
  Charlotte, NC
• 01/2024 → 10/2025
  Fedex Express
  Charlotte, NC
• 05/2020 → 01/2024
  Roots Catering
  Charlotte, NC
• 08/2018 → 05/2020
  Unemployed
  Great Falls, MT
• 03/2017 → 08/2018
  Quarry Golf Course
  San Antonio, TX
• 08/2012 → 03/2017
  Montana State University
  Bozeman, MT

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-31

Other Names

• Luke Stenzel