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Luke Voigt

Advisor at OSAIC Institutions, INC.

Updated today

Location

Valdosta, GA 31602

Credentials

Series 66

Industry experience

7 years

About

Luke Voigt is a financial advisor at OSAIC Institutions, INC. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Infinex Investments, Inc. and Cetera Investment Advisors LLC. Outside of his advisory role, Voigt serves as president of the Valdosta North Rotary Club and is involved with the Valdosta Latino Association, Inc. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing customized advisory and brokerage services. The firm offers a range of solutions including financial planning, ERISA plan services, alternative investments through the CAIS platform, and lending options such as CapitalHub and securities-backed lines of credit.

Client services

Based on OSAIC Institutions, INC.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Solicitation services for other advisers

Expertise

Based on OSAIC Institutions, INC.

Annuities Tax-loss harvesting

Occupation focus

Based on OSAIC Institutions, INC.

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.

Percentage

$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program

Commissions

Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.

Project-based

Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.

Other

Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.

Location

3466 North Valdosta Road, Suite A

Valdosta, GA 31602

Most active in

Georgia

Work history

Infinex Investments, Inc.

2020 - Present (6 years)

Cetera Investment Advisors LLC

2018 - 2020 (2 years)

Cetera Investment Services Llc

2018 - 2020 (2 years)

Commercial Banking Company

2018 - Present (8 years)

Langdale Industries

2016 - 2018 (2 years)

Southern Builders Supply

2015 - 2016 (1 year)

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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PFS™

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Wealth management
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Series 65

Valdosta, GA

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Series 65

Valdosta, GA

UL Wealth LLC

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Series 65

Valdosta, GA

UL Wealth LLC

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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Real estate investing
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Series 65

Valdosta, GA

UL Wealth LLC

Matthew Pittman is a financial advisor at UL Wealth LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at Brookwood North Investment Advisors and work in the agricultural sector at Ag Mart Produce. UL Wealth LLC primarily serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and small businesses. The firm offers investment management, financial planning, and pension consulting services, focusing on model portfolios with ETFs and diversified strategies tailored to client objectives.

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Stacy B

Series 63, Series 66

Valdosta, GA

Bush Wealth Management

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Annuities
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