Luke Anthony Ottinger
Professional Summary
Luke Anthony Ottinger, who also goes by Luke A. Ottinger, is a registered financial advisor currently at SOUND FINANCIAL SOLUTIONS LLC located in Melbourne, Florida. Luke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Luke has worked at 6 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Luke A. Ottinger
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
CLARK JR., ROBERT J | SOUND FINANCIAL SOLUTIONS LLC. | SOUND FINANCIAL SOLUTIONS LLC
Contact Information
Main Address
1900 S. Harbor City Blvd, Suite 305, Melbourne, FL 32901Phone Number
(321) 984-2152# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
155AUM (Assets Under Management)
$18,363,945Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Luke Anthony Ottinger's CRS (Customer Relationship Summary).
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