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Luke Michael Little

Advisor at Independent Advisor Alliance, LLC — Bismarck, ND Coleman Street

Updated today

Credentials

Series 66

Experience

4 years

Location

Bismark, ND 58504

Independent Advisor Alliance, LLC logo

Independent Advisor Alliance, LLC

Enterprise

Total advisors

302

Across 166 offices

Clients per advisor

140 Very High

Avg AUM per client

$386,491 Typical

HNW client ratio

37% High

About

Luke Little is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at LPL Financial, North Point Financial Planners, and Capital Credit Union. Outside of his advisory work, he serves as an assistant high school football coach at Century High School in Bismarck, ND. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm utilizes a network model of advisory representatives and employs a range of portfolio management strategies, supported by technology platforms for asset aggregation and estate planning.

Client services

Based on Independent Advisor Alliance, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Independent Advisor Alliance, LLC

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses

Occupation focus

Based on Independent Advisor Alliance, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning flat fees typically range from $0 to $15,000; Wealth coaching fixed fees range from $250 to $10,000 per quarter; Retirement Plan Consulting Services may include one-time flat rate fees for project specific work

Percentage

$0+: up to 2.00% annually (maximum) $0+: typical maximum of 1% annually for Retirement Plan Consulting Services fees based on percentage of plan assets

Project-based

Up to $500 per hour for financial planning and consulting services

Subscriptions

Wealth.com Estate Planning fees charged monthly or quarterly, negotiable; Wealth coaching charged quarterly in advance, fixed fee

Location

See office

Bismarck, ND Coleman Street

4401 Coleman Street, Suite 103

Bismarck ND 58503

Advisors at this office

5

Most active in

North Dakota

Work history

4 years of industry experience

LPL Financial

2021 - Present • 5 years

Bismarck, ND

North Point Financial Planners

2021 - 2022 • 1 year

Bismarck, ND

Capital Credit Union

2018 - 2021 • 3 years

Bismarck, ND

Panera Bread

2018 - 2018 • 1 year

Bismarck, ND

University of Mary

2017 - Present • 9 years

Bismarck, ND

Menards

2016 - 2017 • 1 year

Bismarck, ND

Century High School

2013 - 2017 • 4 years

Bismarck, ND

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Nathan H

Series 65

Bismarck, ND

Strategic Applications and Solutions, LLC

Nathan Huntington is affiliated with Strategic Applications and Solutions, LLC and holds a Series 65 credential. He has experience working at Peraton and the Theodore Roosevelt Medora Foundation. Outside of his advisory work, he is involved with Hesperus Luxury Travel, LLC and previously served in the U.S. Marine Corps. Strategic Applications and Solutions provides financial planning and consulting services to individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers client-tailored financial plans and serves as a co-advisor alongside an unaffiliated asset manager, focusing on a Modern Portfolio/Efficient Market investment approach.

Retirement income strategy
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Trevor L

Series 63, Series 65, Series 66

Bismarck, ND

Dakota Wealth Advisors LLC

Trevor Leidy is a financial advisor at Dakota Wealth Advisors LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Gradient Advisors LLC and Investment Centers of America. Dakota Wealth Advisors LLC provides personalized financial planning and discretionary portfolio management to individual and high-net-worth clients, employing a research-driven approach that combines fundamental and technical analysis with active trading and derivative strategies. The firm offers a broad range of investment instruments and uses Interactive Brokers for custody and trading.

Options & derivatives strategies Concentrated stock management
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Erik J

CFP®, Series 63, Series 65

Bismarck, ND

Fleischer & Johnson Wealth Management, Inc.

Erik Johnson is a CFP® professional with 26 years of industry experience, currently serving as the sole advisor at Fleischer & Johnson Wealth Management, Inc. He previously worked at VPWM Advisors LLC, Nrp Advisors, and LPL Financial. Fleischer & Johnson Wealth Management, Inc. provides discretionary portfolio management to individuals and high-net-worth clients and serves as both sponsor and portfolio manager of a wrap fee program. The firm employs a long-term, modern portfolio theory approach, operates primarily under discretionary authority, and manages approximately $102 million across about 232 client accounts.

Annuities
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John P

Series 63, Series 65

Bismarck, ND

Power Wealth Management, LLC

John Power is the sole advisor at Power Wealth Management, LLC in Bismarck, ND, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has operated Power Wealth Management since 2013 and also owns Power Financial, a CPA firm providing tax and accounting services, where he has been involved since 1991. Power serves as the chapter president of his local NAIFA chapter. Power Wealth Management primarily advises pension and profit-sharing plans and other institutional clients by soliciting third-party money managers and providing financial planning and consulting to plan sponsors. The firm delivers written evaluations and tailored plans, referring clients to external managers rather than directly managing assets or exercising discretionary authority.

General retirement planning General tax planning Retired
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Benjamin B

CFP®, Series 66

Bismarck, ND

Capital City Wealth Management, Inc.

Benjamin Brandt is a CFP® with 18 years of industry experience, currently serving at Capital City Wealth Management, Inc. in Bismarck, ND. He has hosted the Retirement Starts Today Radio podcast since 2015 and is the sole member and content creator for Retire Ready Resources LLC, where he produces books, podcasts, YouTube channels, and online courses related to retirement. Capital City Wealth Management, Inc. serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning through a wrap fee program. The firm uses diversified, risk-based portfolios tailored by investment policy statements and risk-tolerance questionnaires, employing strategic, tactical, and dynamic allocation approaches with ongoing reviews.

General retirement planning Cash flow / budgeting
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Benjamin M

CFP®, Series 66

Mandan, ND

Bona Fide Finance

Benjamin Martinek is a CFP® and Series 66-registered advisor with 11 years of experience. He is a co-founder of Magni Publicani LLP, doing business as Magni Tax Experts, where he dedicates about 25% of his time. Martinek has worked at Bona Fide Finance, LLC since 2015 and has prior experience with Magnum LTL. Bona Fide Finance provides financial planning and advisory services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plan consulting for employer plan sponsors. The firm emphasizes fixed-fee and ongoing comprehensive planning, utilizing passive investment strategies and third-party managers.

College savings (529s, UTMA, etc.) Wealth management
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