Luke B. Dance

DANCE INVESTMENT PARTNERS

ST. GEORGE, UT

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CRD#: 7143281

Professional summary

Luke Ballard Dance, who also goes by Luke Ballard Dance Mr., Luke Dance, is a registered financial advisor currently at DANCE INVESTMENT PARTNERS, LLC located in St. George, Utah.

Luke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Luke has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Luke Ballard Dance Mr. | Luke Dance

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.

- Dance Investment Partners, LLC - Investment-related in Real Estate - 30 N Gould St #50021 Sheridan, WY 82801 - Short Term Rental Business: Airbnb/VRBO - Owner and Founder - 5/29/2023- present - 10 hours a month - 0 hours during trading hours - My wife and I are owners of a short term rental business running a few houses we purchased as airbnbs/vrbos. We have no partners or anyone else involved, it is only me and my wife. My wife runs the operations of the business and communicates with renters, managing all the affairs. I manage the finances and accounting of the business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luke Ballard Dance's 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

June 6, 2025 - Present

DANCE INVESTMENT PARTNERS, LLC

RIA

CRD#: 335896

ST. GEORGE, UT

Past

March 30, 2022 - February 8, 2024

ANDINA FAMILY OFFICES

RIA

CRD#: 151762

LEHI, UT

Past

July 28, 2020 - September 10, 2020

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

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

Utah
(6/6/2025)

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 65

Date: 11/5/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/3/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/27/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/20/2020

Securities Industry Essentials Examination

Current Firm

DANCE INVESTMENT PARTNERS, LLC

DANCE INVESTMENT PARTNERS | DANCE INVESTMENT PARTNERS, LLC | DANCE INVESTMENT PARTNERS LLC

CRD#: 335896 / SEC#:

Utah

Registered Investment Advisory firm - (6/6/2025 Approved)

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Contact information

Main Address

St. George, UT

Mailing Address

30 N Gould St #50021, Sheridan, WY 82801

Phone number

(385) 534-8454

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 B. Dance

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luke Ballard Dance's CRS (Customer Relationship Summary).

Certified licenses

Experience

DANCE INVESTMENT PARTNERS, LLC

ANDINA FAMILY OFFICES

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/5/2021

Series 63

Date: 8/3/2020

Series 7TO

Date: 7/27/2020

SIE

Date: 7/20/2020

Current Firm

DANCE INVESTMENT PARTNERS, LLC

Contact information

Documents

Red Flags

Company Information

DANCE INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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