Luke Z. Milholland

VAULT WEALTH

Norman, OK 73069

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CRD#: 5478288

Professional summary

Luke Zachary Milholland, CFP®, ChFC®, CLU® is a registered financial advisor currently at VAULT WEALTH located in Norman, Oklahoma.

Luke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Luke has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Von Centi Properties LLC~PO Box 720172, Norman, OK 73070~Rental Properties~Y~Owner~3/2015~4 hrs/mo~1 trading hrs/mo 2.) Vault Insurance Brokerage, LLC; Moore, OK; Managing Member, Insurance agent; 6/2017; 3 hrs/month total; 3 hrs/month during trading hours. 3.) Chamberlain Realty, LLC; not investment-related; Moore, OK; Real estate agent; 11/2018; 5-10 hours per month with nearly all being outside of trading hours. 4.) National Gold Consultants; not investment-related; Oklahoma City, OK; Independent Contractor; 06/2020; 2 hours per month; 2 hours per month during trading hours; Gold and Silver sales 5. Saltbox Development LLC, investment-related, Oklahoma City, OK, Real estate development company, Partner, 07/2023, 50 hours per month, 50 hours per month 6. Cortado, LLC, noninvestment related,600 NW 23rd St, Suite 102, Oklahoma City, Ok 73103, software company, managing member, 07/2023, 4 hours per month, 4 hours per month 7. Bunkhouse Properties, LLC, investment related,600 NW 23rd St, Suite 102, Oklahoma City, Ok 73103, managing member, 07/2023, 2 hours per month, 2 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luke Zachary Milholland's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

June 13, 2017 - Present

VAULT WEALTH

Office #1: 617 24th Avenue Sw, Norman, OK 73069

RIA

CRD#: 288541

Norman, OK

Past

August 7, 2015 - June 15, 2017

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

Norman, OK

Past

June 16, 2015 - June 15, 2017

PRUCO SECURITIES, LLC.

CRD#: 5685

Norman, OK

Past

January 27, 2015 - June 12, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

OKLAHOMA CITY, OK

Past

January 21, 2009 - June 12, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

OKLAHOMA CITY, OK

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(6/13/2017)

IAR

Texas
(6/13/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/3/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/17/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/15/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/20/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VAULT WEALTH

VAULT FINANCIAL SOLUTIONS, LLC | VAULT WEALTH STRATEGIES, LLC | VAULT WEALTH

CRD#: 288541 / SEC#: 801-110614

RIA

Registered Investment Advisory firm - (10/4/2017 Terminated)

Oklahoma

Registered Investment Advisory firm - (10/3/2017 Approved)

Texas

Registered Investment Advisory firm - (9/1/2017 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

600 Nw 23rd St. Suite 102, Oklahoma City, OK 73103

Mailing Address

Phone number

(405) 928-4422

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	279
AUM (Assets Under Management)	$ 54,083,440

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Luke Z. Milholland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luke Zachary Milholland's CRS (Customer Relationship Summary).

Certified licenses

Experience

VAULT WEALTH

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/3/2015

Series 63

Date: 4/17/2009

SIE

Date: 6/15/2017

Series 6

Date: 1/20/2009

Current Firm

VAULT WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VAULT WEALTH

TRUST BUT VERIFY

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