DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Kenneth Blaine Luckinbill

Zega Investments, LLCmixed wealthWinterset, Ia IA-onlyIAPD 3140271

Feed of 09/15/2026

Also filed as Ken Luckinbill

At current firm

2 y

since Aug 27, 2024

In the industry

27 y

since Jun 18, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Zega Investments, LLC mixed wealth current
since Aug 27, 2024 · Winterset, Ia
Zega Financial, LLC former
Feb 29, 2024 to Sep 4, 2024 · Dexter, Ia
Maia Wealth independent RIA
Jun 8, 2023 to Feb 27, 2024 · Dexter, Ia
Securities America Advisors, Inc. former
Sep 26, 2008 to Apr 11, 2022 · Lavista, Ne

Moves

a registration end followed by a registration begin elsewhere

Zega Financial, LLC to Zega Investments, LLC
left Sep 4, 2024, registered Aug 27, 2024 (-8 days) · Other
Maia Wealth to Zega Financial, LLC
left Feb 27, 2024, registered Feb 29, 2024 (2 days) · RIA to RIA
Securities America Advisors, Inc. to Maia Wealth
left Apr 11, 2022, registered Jun 8, 2023 (423 days) · Affiliated broker-dealer or bank to independent RIA

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wealth manager with institutional or fund businessderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address