Luke Jonathan Wendorf

Employer firm

Longevity Wealth Advisory LLC CRD 343011

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 11/2020 → 01/2022
  Holidays Pub & Grill
  Sheboygan, WI
• 03/2020 → 12/2020
  Fast Eddies
  Sparta, WI
• 03/2019 → 09/2020
  Kwik Trip
  Sparta, WI
• 08/2022 → 08/2024
  Lpl Financial, Llc
  Sheboygan Falls, WI
• 09/2015 → 05/2019
  Sparta High School
  Sparta, WI
• 09/2019 → 05/2023
  University Of Wisconsin Oshkosh
  Oshkosh, WI
• 08/2022 → 06/2026
  Merit Financial Advisors
  Alpharetta, GA
• 08/2024 → 06/2026
  Pks Investments
  Albany, NY
• 06/2022 → 08/2022
  Cambridge Investment Research
  Sheboygan Falls, WI
• 05/2026 → Present
  Longevity Wealth Advisory Llc
  Sparta, WI

Previous Registrations

• 2023-09-05 → 2026-07-06
  Merit Financial Advisors
  Sheboygan Falls, WI
  Alpharetta, GA

Exams

• S66 Uniform Combined State Law Examination
  2023-08-28