Luke Thomas Mokma
Investment adviser representative at Stratos Wealth Partners, Ltd
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$18.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Stratos Wealth Partners, Ltd.Mar 2026 to now
- LPL Financial LLCMar 2026 to now
- Osaic Wealth, Inc.Nov 2025 to Feb 2026
- The Bishoff Financial GroupMay 2024 to Feb 2026
- Cambridge Investment Research, IncMay 2024 to Nov 2025
- Personal Capital Advisors CorporationOct 2022 to Oct 2022
- Koa Wealth Management, LLCJul 2022 to Apr 2024
- UnemployedDec 2021 to Jul 2022
- Cambridge Investment Research Advisors, Inc.Mar 2020 to Dec 2021
- Cambridge Investment Research, Inc.Nov 2017 to Dec 2021
- The Bishoff Financial GroupMay 2015 to Dec 2021
- Ohio Dominican, Columbus State & Franklin UniversitySep 2013 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Stratos Wealth Partners, Ltd
$18.6BAssets managed
25,391Clients
379Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6575925
- Firm CRD
- 153184