Luke
Kittinger

San Luis Wealth Advisors

CRD#6166253
Investment Advisor
in San Luis Obispo, CA

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About this Advisor

Luke Kittinger is a certified financial planner based out of San Luis Obispo, California, with a total of 3 years of relevant experience. Kittinger is an employee of San Luis Wealth Advisors. Throughout their career, Kittinger has worked at Fidelity Investments, Cal Poly - Slo, Wells Fargo Advisors, Wells Fargo Clearing Services, LLC and San Luis Wealth Advisors. Kittinger maintains Series 66 and Series 63 licenses, certifying them as a securities agent, and is able to operate in California and Texas. San Luis Wealth Advisors is a financial advisory business that has its headquarters in San Luis Obispo, CA. The firm has a total of seven advisors. It controls $495 million in assets between its 1,068 accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 1,068 customer accounts, 24% are held by high-net-worth clients who have greater than $1 million in assets. San Luis Wealth Advisors offers a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fees usually depend on which services are provided. However, fee types charged by San Luis Wealth Advisors likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

735 Tank Farm Road Suite 264
San Luis Obispo, CA 93401

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San Luis Wealth Advisors Brokerage Details

Total Assets Under Management

$495,028,123

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

1,068

CA Average: 3,727
Average Account Size

$463,509

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Luke Kittinger Work History

Luke has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

San Luis Wealth Advisors

2017 - 2020 (3 years)

Wells Fargo Clearing Services, LLC

2013 - 2017 (4 years)

Fidelity Investments

2013 - 2013 (< 1 year)

Cal Poly - Slo

2013 - 2013 (< 1 year)

Wells Fargo Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Luke Kittinger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at San Luis Wealth Advisors

Luke Kittinger
San Luis Obispo, CA
Gavin Benbrook
San Luis Obispo, CA
Bradley Goodwin
San Luis Obispo, CA
Joel Askew
San Luis Obispo, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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