William Luhrs

Employer firm

Mount Financial Freedom CRD 313406

$65.2M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Educational seminars

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

Current Employers

Mount Financial Freedom

Cave Creek, AZ • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-05-12
AZ	RA	APPROVED	2021-03-29

TX RA
APPROVED

Since 2021-05-12
AZ RA
APPROVED

Since 2021-03-29

Branch Locations

Cave Creek, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Prism Investment Management, Inc.	Scottsdale	AZ	04/2018	03/2021
Life Options Az, Llc (Retirement Planning And Coach)	Scottsdale	AZ	12/2017	12/2018
Executive Scorecard Partners, Llc (Quality Consulting)	Scottsdale	AZ	11/2016	Present
Abb	Phoenix	AZ	08/2011	10/2016
Mount Financial Freedom Llc	Scottsdale	AZ	02/2021	Present

04/2018 → 03/2021

Prism Investment Management, Inc.

Scottsdale, AZ
12/2017 → 12/2018

Life Options Az, Llc (Retirement Planning And Coach)

Scottsdale, AZ
11/2016 → Present

Executive Scorecard Partners, Llc (Quality Consulting)

Scottsdale, AZ
08/2011 → 10/2016

Abb

Phoenix, AZ
02/2021 → Present

Mount Financial Freedom Llc

Scottsdale, AZ

Previous Registrations

2018-06-07 → 2021-04-16

Prism Financial Concepts

Scottsdale, AZ

Other Businesses

2016-Present: Executive Scorecard Partners, LLC/Not Investment Related/Scottsdale, AZ/B2B Quality Consulting/President & Consultant/Involves less than 10% time each, and may occur during traditional business hours.//

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-06-02

S65 Uniform Investment Adviser Law Examination

2018-06-02

Other Names

Bill Luhrs

View on SEC IAPD