CJ
CJ

Cameron Luke Juhnke

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
5,484 clients
Average Client Portfolio
$974K average
Assets Under Management
$5.3B

Fee Structure

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Location

Prairie Village, KS

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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.

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Employment History
Current Registrations
Dynamic
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Creative Planning
March 2021 - April 2022 · 1 yr 1 mo
Waddell & ReedBroker
June 2018 - January 2021 · 2 yrs 7 mos
Hd Vest Investment ServicesBroker
February 2016 - July 2018 · 2 yrs 5 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Cameron Luke Juhnke - Financial Advisor | TrueAdvisor