Luke J. Wendorf

LONGEVITY WEALTH ADVISORY

SPARTA, WI

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CRD#: 7575590

Professional summary

Luke Jonathan Wendorf is a registered financial advisor currently at LONGEVITY WEALTH ADVISORY LLC located in Sparta, Wisconsin.

Luke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Luke has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

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.

1. Merit Financial Advisors / Yes / At Reported Business Location(s) / RIA / Investment Operations Associate / 08/19/2022 / 160 hr / 8 hr / Administrative Support 2. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luke Jonathan Wendorf'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

July 7, 2026 - Present

LONGEVITY WEALTH ADVISORY LLC

RIA

CRD#: 343011

SPARTA, WI

Past

August 16, 2024 - July 2, 2026

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Sheboygen Falls, WI

Past

September 5, 2023 - July 6, 2026

MERIT FINANCIAL ADVISORS

RIA

CRD#: 142457

Sheboygan Falls, WI

Past

July 10, 2023 - August 16, 2024

LPL FINANCIAL LLC

CRD#: 6413

SHEBOYGAN FALLS, WI

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

Wisconsin
(7/7/2026)

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: 8/28/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/8/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/29/2023

Securities Industry Essentials Examination

Current Firm

LONGEVITY WEALTH ADVISORY LLC

CRD#: 343011 / SEC#:

Wisconsin

Registered Investment Advisory firm - (7/7/2026 Approved)

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Contact information

Main Address

Sparta, WI

Mailing Address

Phone number

(608) 696-8534

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 J. Wendorf

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luke Jonathan Wendorf's CRS (Customer Relationship Summary).

Certified licenses

Experience

LONGEVITY WEALTH ADVISORY LLC

PURSHE KAPLAN STERLING INVESTMENTS

MERIT FINANCIAL ADVISORS

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/28/2023

Series 7TO

Date: 7/8/2023

SIE

Date: 1/29/2023

Current Firm

LONGEVITY WEALTH ADVISORY LLC

Contact information

Documents

Red Flags

Company Information

LONGEVITY WEALTH ADVISORY LLC

TRUST BUT VERIFY

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