LZ
Luke Zachary Milholland
CRD 5478288
Certified Financial Planner
Chartered Financial Consultant
Firms
| Firm | Role | As of |
|---|---|---|
| Vault Wealth Strategies, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Vault Wealth Strategies, Llc
Managing Member & Chief Compliance Officer · 75% or more · Aug 2017
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗