Luke Kittinger, financial advisor San Luis Obispo CA
93 score

Luke Kittinger

CRD Number: 6166253
Current Firm: Wells Fargo Clearing Services, LLC

Luke Kittinger (CRD# 6166253) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in San Luis Obispo, CA and has over 4 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
Bryan Foronjy, financial advisor San Luis Obispo CA
Bryan C. Foronjy
CRD# 4978922
Strategic Wealth Advisors Group
Score
103
Similar Advisors
Ryan Olson, financial advisor San Luis Obispo CA
Ryan D. Olson
CRD# 4896790
Lpl Financial LLC
Score
103
Similar Advisors
Matthew Stelmas, financial advisor San Luis Obispo CA
Matthew D. Stelmas
CRD# 3013297
Northwest Asset Management
Score
101
Professional Designations
Company Name Location Dates Years
Wells Fargo Clearing Services, LLC San Luis Obispo, CA Mar 2017 - Current 1
Fidelity Investments Santa Monica, CA Aug 2013 - Feb 2017 3
Cal Poly - Slo San Luis Obispo, CA Jun 2013 - Aug 2013 < 1
Wells Fargo Advisors San Luis Obispo, CA Feb 2013 - Jun 2013 < 1
Apple Inc. San Luis Obispo, CA Jan 2012 - Mar 2013 1
Cal Poly San Luis Obispo, CA Dec 2011 - Jan 2012 < 1
Anboto Bilbao, Oct 2011 - Dec 2011 < 1
Cal Poly San Luis Obispo, CA Aug 2011 - Oct 2011 < 1
Meze Wine Cafe San Luis Obispo, CA Sep 2010 - Aug 2011 < 1
Snapper Jack's Taco Shack Camarillo, CA Jun 2010 - Sep 2010 < 1
Vista Grande San Luis Obispo, CA Sep 2009 - Jun 2010 < 1
Snapper Jack's Taco Shack Camarillo, CA Nov 2006 - Sep 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2013
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Luke D. Kittinger
Phone Number: 314-875-3000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Luke Kittinger and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.