Luke Theodore Spinardi
Investment adviser representative at Summit Wealth Group, LLC
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$182.5MFirm assets
Are you Luke Theodore Spinardi? Claim your profile
Contact this firm
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
12 years in the industry.
- Summit Wealth Group, LLCJul 2021 to now
- Summit Wealth Group, LLC dba Integrated Wealth SolutionsJan 2021 to now
- UnemployedJun 2020 to Dec 2020
- Helmerich & PayneMay 2017 to May 2020
- Switzer EnterprisesMay 2015 to May 2018
- Oral Roberts UniversityJan 2015 to May 2017
- StudentAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (CA, OK, TX).
Summit Wealth Group, LLC
$182.5MAssets managed
282Clients
3Advisers
4 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
- 7367624
- Firm CRD
- 166118