Luke J. Sutton

CORDINGLEY & PARKINSON WEALTH MANAGEMENT

Rexburg, ID 83440

CRD#: 6915764

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Professional summary

Luke Jess Sutton, who also goes by Luke Sutton, is a registered financial advisor currently at CORDINGLEY & PARKINSON WEALTH MANAGEMENT located in Rexburg, Idaho.

Luke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Luke has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Luke Sutton

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luke Jess Sutton'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®

None

Experience

Current

April 17, 2026 - Present

CORDINGLEY & PARKINSON WEALTH MANAGEMENT

Office #1: 47 Professional Plaza, Rexburg, ID 83440

RIA

CRD#: 326719

Rexburg, ID

Past

August 31, 2020 - June 24, 2026

DYNAMIC

RIA

CRD#: 151367

REXBURG, ID

Past

October 10, 2019 - September 8, 2020

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Rexburg, ID

Past

May 14, 2018 - September 8, 2020

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

REXBURG, ID

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".

CORDINGLEY & PARKINSON WEALTH MANAGEMENT

CORDINGLEY & PARKINSON WEALTH MANAGEMENT | SAND CREEK CAPITAL, LLC | SAND CREEK CAPITAL

CRD#: 326719 / SEC#: 801-128135

RIA

Registered Investment Advisory firm - (6/9/2023 Approved)

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

Idaho
(4/17/2026)

IAR

Montana
(5/14/2026)

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

IAR

Series 66

Date: 6/8/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/14/2018

General Securities Representative Examination

Current Firm

CORDINGLEY & PARKINSON WEALTH MANAGEMENT

CORDINGLEY & PARKINSON WEALTH MANAGEMENT | SAND CREEK CAPITAL, LLC | SAND CREEK CAPITAL

CRD#: 326719 / SEC#: 801-128135

RIA

Registered Investment Advisory firm - (6/9/2023 Approved)

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Contact information

Main Address

234 E 1st N, Rexburg, ID 83440

Mailing Address

Phone number

(208) 356-9022

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - CORDINGLEY & PARKINSON WEALTH MANAGEMENT (10/10/2025)

Regulatory assets under management

Total Number of Accounts	638
AUM (Assets Under Management)	$ 193,032,805

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.

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Luke J. Sutton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luke Jess Sutton's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORDINGLEY & PARKINSON WEALTH MANAGEMENT

DYNAMIC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

CORDINGLEY & PARKINSON WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 6/8/2018

SIE

Date: 10/1/2018

Series 7

Date: 5/14/2018

Current Firm

CORDINGLEY & PARKINSON WEALTH MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORDINGLEY & PARKINSON WEALTH MANAGEMENT

TRUST BUT VERIFY

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