Unclaimed Profile

Luke David Kittinger

SLWA, LLC·SAN LUIS OBISPO, California

SIE, Series 7, Series 63, Series 66CFPClean record11 years registeredSLWA, LLC

735 TANK FARM ROAD, SAN LUIS OBISPO, CA 93401CRD# 6166253Firm CRD# 309506

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Luke David Kittinger · SAN LUIS OBISPO, CA

Registration

CRD #6166253 · SLWA, LLC · 11 years registered

Brand Profile

Not yet started

Career History

SAN LUIS WEALTH ADVISORS

Jul 2020 – present

WELLS FARGO CLEARING SERVICES, LLC

Mar 2017 – Jul 2020

SAN LUIS OBISPO, CA

STRATEGIC ADVISERS, INC.

Oct 2014 – Mar 2017

TORRANCE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · October 1, 2014

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SLWA, LLC

CRD 309506 · SEC 801-119019

AUM

$561M

Regulatory assets under management

Employees

1,254 client accounts

Services offered by SLWA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SLWA, LLC →

Introduction

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Frequently Asked Questions

What services does Luke David Kittinger offer?

Luke David Kittinger specializes in Financial Planning, Investment Management. Contact their office in SAN LUIS OBISPO, California for a consultation.

What are Luke David Kittinger's credentials?

Luke David Kittinger holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Luke David Kittinger located?

Luke David Kittinger is based in SAN LUIS OBISPO, California, working with SLWA, LLC. Their office serves clients in the SAN LUIS OBISPO metropolitan area and surrounding communities.

How does Luke David Kittinger charge for services?

Luke David Kittinger's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SLWA, LLC?

SLWA, LLC has approximately 7 employees and manages $561M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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