Luke Turner, Cfp®, Cepa®

Luke Turner, Cfp®, Cepa® Email and Phone Number

I help entrepreneurs build and protect wealth | Financial Advisor to Entrepreneurs @ Moment Private Wealth
Luke Turner, Cfp®, Cepa®'s Location
Greater St. Louis, United States
About Luke Turner, Cfp®, Cepa®

I help athletes and entrepreneurs navigate sudden wealth.My Why? I grew up watching my Dad build a small business. I saw the highs and the lows. The people impacted and the lives that were changed. In 2016 my Dad got the news he had an aggressive form of cancer. He had to exit his business and it wasn't on his terms. This event is the driving force around what we are building at JL Strategic Wealth.After all, when you only get one chance to exit your business you deserve a specialist to help you exit on your terms.We are that specialist.JL Strategic Wealth, LLC is a Registered Investment Advisor, located in the State of Missouri. JL Strategic Wealth provides investment advisory and related services for clients nationally. JL Strategic Wealth will maintain all applicable registration and licenses as required by the various states in which JL Strategic Wealth conducts business, as applicable. JL Strategic Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Luke Turner, Cfp®, Cepa®'s Current Company Details
Moment Private Wealth

Moment Private Wealth

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I help entrepreneurs build and protect wealth | Financial Advisor to Entrepreneurs
Luke Turner, Cfp®, Cepa® Work Experience Details
  • Moment Private Wealth
    Co-Founder
    Moment Private Wealth Apr 2021 - Present
    St Louis, Missouri, United States
  • Mosaic Family Wealth
    Wealth Advisor
    Mosaic Family Wealth Apr 2016 - Apr 2021
    Greater St. Louis Area

Luke Turner, Cfp®, Cepa® Education Details

Frequently Asked Questions about Luke Turner, Cfp®, Cepa®

What company does Luke Turner, Cfp®, Cepa® work for?

Luke Turner, Cfp®, Cepa® works for Moment Private Wealth

What is Luke Turner, Cfp®, Cepa®'s role at the current company?

Luke Turner, Cfp®, Cepa®'s current role is I help entrepreneurs build and protect wealth | Financial Advisor to Entrepreneurs.

What schools did Luke Turner, Cfp®, Cepa® attend?

Luke Turner, Cfp®, Cepa® attended University Of Missouri-Columbia.

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