Luke Kohart

Financial Advisor
The Frieden Agency

About Luke

Luke Kohart has been in the financial services industry since graduating from Radford University in 2014, with a focused specialization in corporate retirement plans since 2017. As a retirement plan specialist with Frieden Wealth Management, Luke partners with business owners, executives, and HR teams to help improve plan outcomes while simplifying the complexities of managing a 401(k) plan.

His approach is centered on providing clarity, confidence, and structure in an area that can often feel complex. He works closely with clients to deliver strategies that support strong plan outcomes while maintaining a clear focus on compliance and long-term success.

Areas of Focus

Luke’s primary areas of focus include corporate retirement plans and fiduciary guidance. He works closely with organizations to help them:

  • Design and manage effective retirement plans
  • Navigate fiduciary responsibilities and compliance requirements
  • Evaluate and benchmark plan providers and investment options
  • Improve participant engagement and retirement readiness

Professional Recognition

Luke holds Series 6, 63, and 65 licenses, along with Life, Health, and Annuities licenses. He has also earned the Certified 401(k) Professional (C(k)P), Certified Plan Fiduciary Advisor (CPFA), and Accredited Investment Fiduciary (AIF) designations, reflecting his continued commitment to professional development within the retirement planning space.

Community Involvement

Luke is active in his local community and church, where he enjoys staying involved and connected outside of his professional work.

Personal Life

Luke lives with his wife, Jacquie, and their two daughters. Outside of the office, he enjoys surfing, tennis, and golf. During football season, he and his family can often be found cheering on the Washington Commanders.

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