Best Investors Account Sign in
Inactive

Luke Theodore Spinardi

Summit Wealth Group, LLC

Tulsa, OK

Claim This Profile
Current Employers
Summit Wealth Group, Llc

9175 S Yale Avenue Suite 100, Tulsa, OK 74137 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-24
CA RA APPROVED 2021-10-01
OK RA APPROVED 2021-07-30
  • TX RA
    APPROVED
    Since 2025-12-24
  • CA RA
    APPROVED
    Since 2021-10-01
  • OK RA
    APPROVED
    Since 2021-07-30

Branch Locations

9175 S Yale Avenue Suite 100, Tulsa, OK 74137 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Summit Wealth Group, Llc Dba Integrated Wealth Solutions Tulsa OK 01/2021 Present
Helmerich & Payne Tulsa OK 05/2017 05/2020
Switzer Enterprises Vacaville CA 05/2015 05/2018
Oral Roberts University Tulsa OK 01/2015 05/2017
Student Tulsa OK 08/2014 05/2018
Unemployed Tulsa OK 06/2020 12/2020
  • 01/2021 → Present
    Summit Wealth Group, Llc Dba Integrated Wealth Solutions
    Tulsa, OK
  • 05/2017 → 05/2020
    Helmerich & Payne
    Tulsa, OK
  • 05/2015 → 05/2018
    Switzer Enterprises
    Vacaville, CA
  • 01/2015 → 05/2017
    Oral Roberts University
    Tulsa, OK
  • 08/2014 → 05/2018
    Student
    Tulsa, OK
  • 06/2020 → 12/2020
    Unemployed
    Tulsa, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-30
  • S65 Uniform Investment Adviser Law Examination
    2021-07-30
Designations

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
PINNACLE INVESTMENT ADVISORS
NATIVE AMERICAN FUND ADVISORS LLC
AMERITAS ADVISORY SERVICES, LLC
ARVEST WEALTH MANAGEMENT
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.
KQ WEALTH MANAGEMENT LLC

Other Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER
AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Jayme Don Fowler
Anthony Charles Dionisio

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

More in Tulsa, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor