Luke David Kittinger
Investment adviser representative at San Luis Wealth Advisors
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$760MFirm 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
Experience
13 years in the industry.
- San Luis Wealth AdvisorsJul 2020 to now
- Wells Fargo Clearing Services, LLCMar 2017 to Jul 2020
- Fidelity InvestmentsAug 2013 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
San Luis Wealth Advisors
Legal name: Slwa, LLC
$760MAssets managed
463Clients
6Advisers
6 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
- 6166253
- Firm CRD
- 309506