William Luhrs (CRD# 6943209) is an Investment Advisor Representative working at Mount Financial Freedom in Cave Creek, AZ and has over 5 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mount Financial Freedom LLC | Scottsdale, AZ | Feb 2021 - Current | 3 |
| Executive Scorecard Partners, Llc (quality Consulting) | Scottsdale, AZ | Nov 2016 - Current | 7 |
| Prism Investment Management, Inc. | Scottsdale, AZ | Apr 2018 - Mar 2021 | 2 |
| Life Options Az, Llc (retirement Planning And Coach) | Scottsdale, AZ | Dec 2017 - Dec 2018 | 1 |
| Abb | Phoenix, AZ | Aug 2011 - Oct 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- AZ
- TX
-
Total Assets Under Management51MILLIONS
-
Total Number of Accounts333ACCOUNTS
-
Average Account Value$152,612
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, TX
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