Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate PlanningInsurance Planning
Compensation
Fixed/Hourly
Firm Size
39 advisors
Number of Clients
1,776 clients
Average Client Portfolio
$1K average
Assets Under Management
$2.1M
Fee Structure
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Contact
Luis Francisco Rosa
Location
2831 Saint Rose Pkwy, Suite 200, Henderson, NV, 89052
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Luis hosts a podcast, owns part of an online store, provides tax preparation services, and works as a public speaker and content creator. He is also an investment advisor representative for Origin Investment Advisory.
Employment History
Current Registrations
Origin Investment Advisory LLC
January 2025 - Present · 1 yr 1 mo
Build a Better Financial Future LLC
April 2020 - Present · 5 yrs 10 mos
Previous Registrations
Retirement Wealth Advisors, INC.
November 2017 - April 2020 · 2 yrs 5 mos
Haydel, Biel & Associates
June 2016 - October 2017 · 1 yr 4 mos
Arete Wealth Management, LLCBroker
June 2016 - June 2017 · 1 yr
LPL Financial LLC
January 2016 - February 2016 · 1 mo
Private Advisor Group, LLC
May 2015 - May 2016 · 1 yr
LPL Financial LLCBroker
February 2015 - May 2016 · 1 yr 3 mos
Grodsky Associates, INC.Broker
May 2012 - February 2015 · 2 yrs 9 mos
Grodsky Associates, INC.Broker
January 2002 - May 2010 · 8 yrs 4 mos
State Registrations5 states
CAFLNVNYTX
Advisor
Exams
No exam information available for this advisor.
Contact
Luis Francisco Rosa