William Luhrs

MOUNT FINANCIAL FREEDOM

Scottsdale, AZ

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CRD#: 6943209

Professional summary

William Luhrs III, who also goes by Bill Luhrs, is a registered financial advisor currently at MOUNT FINANCIAL FREEDOM located in Scottsdale, Arizona.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. William has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Luhrs

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.

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.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Luhrs III'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®

None

Experience

Current

March 29, 2021 - Present

MOUNT FINANCIAL FREEDOM

RIA

CRD#: 313406

Scottsdale, AZ

Past

June 7, 2018 - April 16, 2021

PRISM FINANCIAL CONCEPTS

RIA

CRD#: 159382

SCOTTSDALE, AZ

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

Arizona
(3/29/2021)

IAR

Texas
(5/12/2021)

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: 6/2/2018

Uniform Investment Adviser Law Examination

Current Firm

MOUNT FINANCIAL FREEDOM

MOUNT FINANCIAL FREEDOM | MOUNT FINANCIAL FREEDOM LLC

CRD#: 313406 / SEC#:

Arizona

Registered Investment Advisory firm - (3/29/2021 Approved)

Texas

Registered Investment Advisory firm - (5/12/2021 Approved)

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Contact information

Main Address

Cave Creek, AZ

Mailing Address

Phone number

(480) 823-5515

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	357
AUM (Assets Under Management)	$ 57,222,513

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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William Luhrs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Luhrs III's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOUNT FINANCIAL FREEDOM

PRISM FINANCIAL CONCEPTS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/2/2018

Current Firm

MOUNT FINANCIAL FREEDOM

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MOUNT FINANCIAL FREEDOM

TRUST BUT VERIFY

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