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Luke Bengen Smith

Investment adviser representative at West Invest
10 yearsExperience
1 stateRegistered in
$304.5MFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. West InvestMar 2026 to now
  2. Northwest Wealth Advisors, LLCJul 2024 to now
  3. University StudentOct 2020 to Jun 2024
  4. Bellingham Golf and Country ClubJun 2017 to Sep 2020
  5. StudentFeb 2016 to Jul 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (WA).

West Invest

Legal name: Northwest Wealth Advisors, LLC

$304.5MAssets managed
691Clients
7Advisers
3 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
7964538
Firm CRD
327641
Advisor's SEC record (opens in a new tab)
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