Orlando Ismael Luna

Employer firm

Discipline Wealth Solutions, Inc. CRD 315846

$747M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• 3(38)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 08/2024
  Cpr Investments Inc.
  Houston, TX
• 01/2016 → 08/2024
  Cpr Financial Group
  Houston, TX
• 08/2024 → Present
  Discipline Wealth Solutions, Inc.
  Greenville, SC

Previous Registrations

• 2016-02-09 → 2024-08-23
  Cpr Investments Inc
  Houston, TX
  Rochester, MI
  Burleson, TX
  Rochester, MI
• 2011-10-07 → 2015-12-31
  Hbw Advisory Services Llc
  Simi Valley, CA
  Houston, TX

Other Businesses

1) INSURANCE AGENT- INVESTMENT RELATED, BURLESON, TEXAS, INSURANCE SALES, AGENT, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS 2) SUBSTITUTE TEACHER-NOT INVESTMENT RELATED; ARLINGTON, TEXAS; STARTED 2018; DEVOTES APPROXIMATELY NOT MORE THAN 20% OF TIME PER MONTH WITH ALL DURING TRADING HOURS. 3) SOAL ENTERPRISES LLC (STARTED 2020) AND SOAL GROUP CAPITAL (STARTED 2021); INVESTMENT RELATED; BURLESON, TEXAS; REAL ESTATE INVESTMENT; PRESIDENT; DEVOTES 80% TIME PER MONTH INCLUDING DURING TRADING HOURS; REAL ESTATE INVESTING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-16