Luminary Wealth

Luminary Wealth (CRD# 116484) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $58,157,210 in 257 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7910 Carnegie Blvd., Fort Wayne, IN 46804
http://www.luminarywealth.com
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $226,293
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, NC

Financial Advisors at Luminary Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Andrew Krafft, financial advisor Charlotte NC
Andrew R. Krafft
CRD#: 6088502
Charlotte, NC

Andrew Krafft (CRD# 6088502) is an Investment Advisor Representative working at Luminary Wealth in Charlotte, NC and has over 6 years of experience in the finance industry.

2
Robert Krafft, financial advisor Fort Wayne IN
Robert S. Krafft
CRD#: 4245811
7910 Carnegie Blvd., Fort Wayne, IN 46804

Scott Krafft (CRD# 4245811) is a founding Principal of Capstone Advisors, LLC in Fort Wayne, IN and has 36 years of experience in the finance industry.  Big 4 experience with Deloitte and EY; Institutional investment officer with Lincoln Fianancial Group in Commercial Real Estate Mortgages< Private Placements and Mezzanine Finance.

3
Robert Rachlow, financial advisor Fort Wayne IN
Robert E. Rachlow
CRD#: 4350701
7910 Carnegie Blvd., Fort Wayne, IN 46804

Robert Rachlow (CRD# 4350701) is an Investment Advisor Representative working at Luminary Wealth in Fort Wayne, IN and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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