Danielle Learene Luster
Investment adviser representative at Bamboo Wealth Strategies
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$235.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Bamboo Wealth StrategiesJan 2025 to now
- Spectrum Planning & Advisory Services IncAug 2014 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bamboo Wealth Strategies
Legal name: Spectrum Planning & Advisory Services Inc.
$235.7MAssets managed
229Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1946873
- Firm CRD
- 170093