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RIA / WealthAdvisor27 years in industry

Kenneth Blaine Luckinbill

Advisor at ZEGA INVESTMENTS, LLC

WINTERSET, IA | PALM BEACH GARDENS, FL

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Search this name across graphsid dfx:ria:f732877f-caed-7fbe-6d3d-95b2ed7c552a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Sep 26, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ZEGA INVESTMENTS, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 18, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jun 18, 1999
First registration: Sep 26, 2008
Dual registered: no
Other names: KEN LUCKINBILL|KENNETH B LUCKINBILL
IAPD individual key: 3140271

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ZEGA INVESTMENTS, LLC	Mixed wealth	Aug 27, 2024	n/a	yes	WINTERSET, IA\|PALM BEACH GARDENS, FL	Current employment
ZEGA FINANCIAL, LLC	Former SEC adviser	Feb 29, 2024	Sep 4, 2024	no	Dexter, IA\|PALM BEACH GARDENS, FL	Previous registration
MAIA WEALTH	Independent wealth	Jun 8, 2023	Feb 27, 2024	no	Dexter, IA\|DENVER, CO	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Sep 26, 2008	Apr 11, 2022	no	LAVISTA, NE\|Omaha, NE\|La Vista, NE	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ZEGA FINANCIAL, LLC	ZEGA INVESTMENTS, LLC	Sep 4, 2024	Aug 27, 2024	-8	Firm change	Other
MAIA WEALTH	ZEGA FINANCIAL, LLC	Feb 27, 2024	Feb 29, 2024	2	Firm change	RIA to RIA
SECURITIES AMERICA ADVISORS, INC.	MAIA WEALTH	Apr 11, 2022	Jun 8, 2023	423	Firm change after gap	Ibd to RIA

Relationships

Registered with (4)

→ ZEGA INVESTMENTS, LLCRegistered adviserregistration: current employment
Aug 27, 2024 to presentfactForm ADV
→ ZEGA FINANCIAL, LLCRegistered adviserregistration: previous registration
Feb 29, 2024 to Sep 4, 2024factForm ADV
→ MAIA WEALTHRegistered adviserregistration: previous registration
Jun 8, 2023 to Feb 27, 2024factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Sep 26, 2008 to Apr 11, 2022factForm ADV

Dated events

Occurred
Sep 4, 2024
Advisor changed firm
Kenneth Blaine Luckinbill left Zega Financial, Llc for Zega Investments, Llc (registered 2024-08-27)
Form ADVobserved 5 days ago
Occurred
Feb 27, 2024
Advisor changed firm
Kenneth Blaine Luckinbill left Maia Wealth for Zega Financial, Llc (registered 2024-02-29)
Form ADVobserved 5 days ago
Occurred
Apr 11, 2022
Advisor changed firm
Kenneth Blaine Luckinbill left Securities America Advisors, Inc. for Maia Wealth (registered 2023-06-08)
Form ADVobserved 5 days ago