Luke Kittinger, financial advisor San Luis Obispo CA

Luke Kittinger

CRD Number: 6166253
Current Firm: San Luis Wealth Advisors

Luke Kittinger (CRD# 6166253) is an Investment Advisor Representative working at San Luis Wealth Advisors in San Luis Obispo, CA and has over 10 years of experience in the finance industry. Luke Kittinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Bruce Altheide, financial advisor San Luis Obispo CA
Bruce A. Altheide
CRD# 1633454
Lpl Financial LLC
Similar Advisors
Joel Askew, financial advisor San Luis Obispo CA
Joel D. Askew
CRD# 6342307
San Luis Wealth Advisors
Similar Advisors
Janet Avedisian, financial advisor San Luis Obispo CA
Janet Avedisian
CRD# 4781575
J.p. Morgan Securities LLC
Professional Designations
Company Name Location Dates Years
San Luis Wealth Advisors San Luis Obispo, CA Jul 2020 - Current 3
Wells Fargo Clearing Services, LLC San Luis Obispo, CA Mar 2017 - Jul 2020 3
Fidelity Investments Santa Monica, CA Aug 2013 - Feb 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
S63 Uniform Securities State Law Examination Dec 2013
Contact Info for Luke D. Kittinger
Phone Number: 805-810-0002
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    495
    MILLIONS
  • Total Number of Accounts
    1,068
    ACCOUNTS
  • Average Account Value
    $463,509
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AZ, CA, NM, TX

Ready to hire a financial advisor? Get competitive proposals from Luke Kittinger and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.