LV
LV

Luke Vinnola

20 Years of Experience
Denver, CO
Broker

Luke Vinnola is a registered investment advisor at D.A. Davidson & CO., based in Denver, CO, with 20 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1550 Market Street, Suite 300, Denver, CO, 80202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Luke is a partner in 2640 Investments, LLC, which owns property in Salida, CO, but he spends no time on the business. He is also the secretary on the board of directors for the Arvada West High School Boy's Soccer Booster Club, dedicating minimal time to this non-profit organization.

Employment History
Current Registrations
D.A. Davidson & CO.Broker
March 2022 - Present · 4 yrs 2 mos
D.A. Davidson & CO.
March 2022 - Present · 4 yrs 2 mos
D.A. Davidson & CO.
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Envestnet Pmc
July 2011 - February 2022 · 10 yrs 7 mos
Portfolio Brokerage Services, INC.Broker
July 2011 - February 2020 · 8 yrs 7 mos
Curian Clearing, LLCBroker
January 2010 - July 2011 · 1 yr 6 mos
Curian Capital, LLC
March 2006 - July 2011 · 5 yrs 4 mos
Jackson National Life Distributors LLCBroker
March 2006 - December 2009 · 3 yrs 9 mos
State Registrations2 states
COMT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.