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Luke Dinges

Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.

Fixed or flat feeOther

Services the firm offers

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

  • Financial planning

Experience

10 years in the industry.

  1. Charles Schwab & Co., Inc.May 2026 to now
  2. Full Time EducationAug 2025 to May 2026
  3. Insight Asset ManagementMay 2025 to Aug 2025
  4. Full Time EducationAug 2024 to May 2025
  5. Old ChicagoMay 2024 to Aug 2024
  6. Full Time EducationAug 2023 to May 2024
  7. ChillisMay 2023 to Dec 2023
  8. Full Time EducationAug 2022 to May 2023
  9. HomegoodsMay 2022 to Aug 2022
  10. Full Time EducationAug 2021 to May 2022
  11. McaMay 2019 to Aug 2021
  12. Full Time EducationMay 2016 to May 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

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

Charles Schwab & Co., Inc.

$0Assets managed
0Clients
6,777Advisers
39 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
8247857
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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