Luke V Lino
Investment adviser representative at Millstone Financial Group
12 yearsExperience
1 stateRegistered in
$104.4MFirm assets
Under 1 yearFirm in business
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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 fee
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
12 years in the industry.
- Millstone Financial GroupApr 2024 to now
- Northwestern Mutual Wealth Management CompanyApr 2022 to Apr 2024
- Northwestern Mutual Investment Services LLCMay 2021 to Apr 2024
- Northwestern Mutual Life Insurance CompanyJan 2021 to Apr 2024
- Full Time StudentAug 2014 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Millstone Financial Group
Legal name: Millstone Financial Group Limited Liability Company
$104.4MAssets managed
297Clients
6Advisers
Under 1 yearIn 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
- 7318764
- Firm CRD
- 297882