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Luke M

CFP®, Series 63, Series 66

Ladera Ranch, CA

Stratos Wealth Partners, Ltd

Luke Mokma is a CFP® with six years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd. He has held roles at multiple firms including LPL Financial, Personal Capital Advisors Corporation, and The Bishoff Financial Group. Mokma is the owner of Gooselinq LLC, a passive business interest. Stratos Wealth Partners is an enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of advisor-managed and model portfolio solutions, integrating external platforms and providing access to third-party managers and SEI-affiliated resources.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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