John L Lueken

Arlington Partners LLC

21 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Arlington Partners LLC

Compensation

Fee-Only (AUM)

Firm Size

7 advisors

Number of Clients

16 clients

Average Client Portfolio

$103.4M average

Assets Under Management

$1.7B

Fee Structure

Financial Planning:Investment management only

Location

515 Church Street, Post Office Box 703, Franklin, TN, 37065

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Arlington Partners LLC

June 2020 - Present · 5 yrs 8 mos

Previous Registrations

Capwealth Advisors, LLC

August 2014 - April 2020 · 5 yrs 8 mos

Capwealth Investment Services, LLCBroker

May 2014 - June 2018 · 4 yrs 1 mo

Goldman, Sachs & CO.Broker

August 2004 - May 2014 · 9 yrs 9 mos

State Registrations2 states

ALTN

Advisor

Exams

No exam information available for this advisor.