Best Investors Account Sign in
Inactive

Luke Merrell Wonnacott

The Professional Financial Company LLC

Orem, UT

Claim This Profile
Current Employers
The Professional Financial Company Llc

384 W Center St, Orem, UT 84057 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-02-20
TX RA APPROVED 2025-02-19
  • UT RA
    APPROVED
    Since 2025-02-20
  • TX RA
    APPROVED
    Since 2025-02-19

Branch Locations

384 W Center St, Orem, UT 84057 • 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
OrganizationCityStateFromTo
The Professional Financial Company Llc Orem UT 01/2024 Present
Rise Wealth Management Provo UT 09/2024 12/2024
Arnold Financial Services Gaithersburg MD 06/2024 08/2024
Church Of Jesus Christ Of Latter-Day Saints Provo UT 09/2023 05/2024
Clark Trees Gaithersburg MD 07/2023 05/2024
Church Of Jesus Christ Of Latter-Day Saints Mexico City 06/2021 06/2023
Nothing Bundt Cake Gaithersburg MD 01/2019 05/2021
Sam Soccer Gaithersburg MD 02/2017 12/2018
Montgomery County Public Schools Gaithersburg MD 01/2015 01/2017
  • 01/2024 → Present
    The Professional Financial Company Llc
    Orem, UT
  • 09/2024 → 12/2024
    Rise Wealth Management
    Provo, UT
  • 06/2024 → 08/2024
    Arnold Financial Services
    Gaithersburg, MD
  • 09/2023 → 05/2024
    Church Of Jesus Christ Of Latter-Day Saints
    Provo, UT
  • 07/2023 → 05/2024
    Clark Trees
    Gaithersburg, MD
  • 06/2021 → 06/2023
    Church Of Jesus Christ Of Latter-Day Saints
    Mexico City
  • 01/2019 → 05/2021
    Nothing Bundt Cake
    Gaithersburg, MD
  • 02/2017 → 12/2018
    Sam Soccer
    Gaithersburg, MD
  • 01/2015 → 01/2017
    Montgomery County Public Schools
    Gaithersburg, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-08
  • S65 Uniform Investment Adviser Law Examination
    2024-07-08

View on SEC IAPD

Other Firms

DIVERSIFY WEALTH MANAGEMENT, LLC
DIVERSIFY ADVISORY SERVICES, LLC
SUMMIT WEALTH LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CREATIVEONE WEALTH, LLC
SANDLOT PRIVATE WEALTH LLC

Other Investors

JAMES E SPAINHOWER
ADAM NATHAN TAYLOR
KENNETH G. BOWN
Kelby McMullin
Celeste Perian Kennard
Taylor Barry Olsen
Jacob Prior Sybrowsky
JASON LEE MCMULLIN

Other Offices

DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · OREM, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · OREM, UT
SUMMIT WEALTH LLC · OREM, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · Orem, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · Orem, UT

More in Orem, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor