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Luke Trustan Stenzel

Investment adviser representative at Linden Thomas Advisory Services, LLC
14 yearsExperience
1 stateRegistered in
$1.8BFirm assets
9 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 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

Experience

14 years in the industry.

  1. Linden Thomas Advisory Services, LLCJul 2026 to now
  2. Linden Thomas & CompanyJun 2026 to now
  3. Morris JenkinsOct 2025 to Jun 2026
  4. Fedex ExpressJan 2024 to Oct 2025
  5. Roots CateringMay 2020 to Jan 2024
  6. UnemployedAug 2018 to May 2020
  7. Quarry Golf CourseMar 2017 to Aug 2018
  8. Montana State UniversityAug 2012 to Mar 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (NC).

Linden Thomas Advisory Services, LLC

$1.8BAssets managed
1,366Clients
7Advisers
9 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
8296697
Firm CRD
288557
Advisor's SEC record (opens in a new tab)
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