Danielle L. Luster

BAMBOO WEALTH STRATEGIES

San Diego, CA 92108

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CRD#: 1946873

Professional summary

Danielle Learene Luster, CFP®, who also goes by Dani Learene Luster, Danielle Learene Schmitt, is a registered financial advisor currently at BAMBOO WEALTH STRATEGIES located in San Diego, California.

Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Danielle has worked at 7 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Investment Planning

Divorce Planning

Insurance Planning

Retirement Planning

Comprehensive Financial Planni...

Life Transitions

Retirement Income Management

Are you a "fiduciary"?

Yes

Aliases

Dani Learene Luster | Danielle Learene Schmitt

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Bamboo Insurance services. Owner and Corporate Officer. Fixed Insurance sales. 4 hours a month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle Learene Luster's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1995

Experience

Current

August 29, 2014 - Present

BAMBOO WEALTH STRATEGIES

Office #1: 3131 Camino Del Rio North Suite 1000, San Diego, CA 92108

RIA

CRD#: 170093

San Diego, CA

Past

October 13, 2009 - September 9, 2014

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

SAN DIEGO, CA

Past

October 9, 2009 - September 9, 2014

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SAN DIEGO, CA

Past

April 13, 2004 - October 12, 2009

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

POWAY, CA

Past

April 22, 2002 - April 14, 2004

VERITRUST FINANCIAL, LLC

CRD#: 106594

AUSTIN, TX

Past

July 15, 1992 - April 22, 2002

ARAGON FINANCIAL SERVICES, INC.

CRD#: 16023

IRVINE, CA

Past

November 7, 1989 - December 12, 1991

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

August 4, 1989 - November 7, 1989

VALUE EQUITIES CORPORATION

CRD#: 13316

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BAMBOO WEALTH STRATEGIES

CRD#: 170093 / SEC#: 801-119805

RIA

Registered Investment Advisory firm - (11/16/2020 Approved)

California

Registered Investment Advisory firm - (12/18/2020 Terminated)

Texas

Registered Investment Advisory firm - (11/18/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/29/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/30/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/20/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/2/1989

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BAMBOO WEALTH STRATEGIES

CRD#: 170093 / SEC#: 801-119805

RIA

Registered Investment Advisory firm - (11/16/2020 Approved)

California

Registered Investment Advisory firm - (12/18/2020 Terminated)

Texas

Registered Investment Advisory firm - (11/18/2020 Terminated)

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Contact information

Main Address

3131 Camino Del Rio North Suite 1000, San Diego, CA 92108

Mailing Address

Phone number

(619) 289-9670

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A2B - SPECTRUM PLANNING AND ADVISORY SERVICES (9/24/2025)

Regulatory assets under management

Total Number of Accounts	728
AUM (Assets Under Management)	$ 184,244,140

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Danielle L. Luster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle Learene Luster's CRS (Customer Relationship Summary).

Certified licenses

Experience

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

ALLSTATE FINANCIAL SERVICES, LLC

VERITRUST FINANCIAL, LLC

ARAGON FINANCIAL SERVICES, INC.

TITAN/VALUE EQUITIES GROUP, INC.

VALUE EQUITIES CORPORATION

Primary Firm SEC Registration

BAMBOO WEALTH STRATEGIES

State Registrations and Notice Filings

Exams

Series 63

Date: 6/30/1994

Series 7

Date: 10/20/2009

Series 6

Date: 8/2/1989

Current Firm

BAMBOO WEALTH STRATEGIES

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BAMBOO WEALTH STRATEGIES

TRUST BUT VERIFY

Contact information

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