Luke M Olthoff
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2024 to now
- UnemployedAug 2023 to Jun 2024
- Principal Asset ManagementJan 2023 to Aug 2023
- UnemployedAug 2022 to Jan 2023
- UnemployedJan 2021 to May 2022
- UpsDec 2020 to Jan 2021
- Iowa State UniversityAug 2020 to May 2024
- UnemployedAug 2020 to Dec 2020
- ChipotleMay 2020 to Aug 2020
- UnemployedAug 2019 to May 2020
- Tropical Smoothie CafeMay 2019 to Aug 2019
- UnemployedJan 2019 to May 2019
- Target Corp.Nov 2018 to Jan 2019
- Blue Valley West High SchoolAug 2016 to May 2020
- UnemployedJan 2013 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7942829
- Firm CRD
- 7691