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Luke Wrenn
Investment Adviser Representative
OFFICE: 863.430.9806


SERVICE AREA:
Florida
OFFICE LOCATION
1120 Haymarket Dr.
Lakeland, FL 33809


HOURS
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
CONNECT WITH ME:
Welcome

Thank you for your interest in a fee based, client first, fiduciary relationship with an investment adviser. My goal is to provide you with independent objective advice based on the goals you have for your investment portfolio and the stage of life you are in. I am determined to provide you with expertise in planning and investing that is in line with your overall goals. I will give you personal service and am available to help anyone regardless of their investment portfolio amount. Helping you with your assets whether you are young or in your retirement years is my main priority. I look forward to helping you prepare for your future. "Today is the tomorrow we thought about yesterday-lets plan for it"

Areas of Focus

Income planning based on goals and objectives of clients.
Help with IRA, 401K, 403B and other retirement rollovers.
Tax efficient planning strategies.
Portfolio supervisory services
Fee based independent objective fiduciary services

 

Royal Fund Management Office
MARKETWATCH
REQUEST CONTACT

Yes, I would like Luke Wrenn to contact me.

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We respect your privacy. By submitting the information above, you consent to Royal Fund Management using the information you provide only to communicate with you and to provide information about our services.

By meeting, you're under no obligation to purchase products and services from Royal Fund Management, LLC.