Luke Wonnacott has been an investment adviser representative at The Professional Financial since February 2025, and is not listed among the firm’s executive officers or direct owners. Luke Wonnacott holds a B.S. in Finance from Brigham Young University.
The Professional Financial Company LLC is an Orem, UT firm with $246M under management, 285 clients and 3 advisers in one office, as of its March 2026 filing.
Luke Wonnacott is Financial Advisor & Team Lead of PROFi - The Professional Financial Company LLC, based in Orem, UT. He helps guide the firm's financial planning, client relationships, and advisor development strategies. He also supports team leadership, advisor mentoring, workflow oversight, and strategic growth projects. Before joining PROFi, he gained experience at two wealth management firms.
- – present · 1 yearOrem, UT · Adviser representative · Firm CRD 286419
Investment adviser representative registrations
Luke Wonnacott is registered as an investment adviser representative in 2 states. Each was approved in February 2025.
- TexasSince 19 February 2025
- UtahSince 20 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 July 2024 |
| SIE | Securities Industry Essentials Examination | 12 June 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Luke Merrell Wonnacott
- CRD
- 7928579
- Firm
- The Professional Financial · CRD 286419
- Office
- 384 W CENTER ST, Orem, UT 84057
- Registration
- Investment adviser registration
- In the industry since
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thepfc.com
Where does Luke Wonnacott work?
Luke Wonnacott is an investment adviser representative registered through The Professional Financial Company LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Luke Wonnacott a financial advisor?
Yes. Luke Wonnacott has a current investment-adviser registration in Texas and Utah, through The Professional Financial since February 2025.
How many years of experience does Luke Wonnacott have?
Luke Wonnacott has 1 year in the financial industry, since February 2025, across 1 adviser firm.
What exams has Luke Wonnacott passed?
Luke Wonnacott has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in June 2024.
Where is Luke Wonnacott based?
Luke Wonnacott’s registered office is in Orem, UT.
Is Luke Wonnacott registered with FINRA?
No. Luke Wonnacott has no current broker registration.
How can I verify Luke Wonnacott’s record?
Search CRD 7928579 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Luke Wonnacott’s full registration record.
