Brian vander Lugt Email & Phone Number
Managing Director - Investments @ Benjamin F. Edwards
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Brian vander Lugt Location
- Wheaton, IL, US
Brian vander Lugt Work
- Managing Director - Investments @ (December 2019 - Present)
- Financial Advisor @ (March 2010 - Present)
- Senior Vice President - Investments @ (September 2019 - December 2019)
- Vice President - Investments @ (January 2019 - September 2019)
- Financial Advisor @ (October 2008 - March 2010)
- Financial Consultant @ (May 2007 - October 2008)
Brian vander Lugt Education
- Bethel University
Bachelor of Arts (B.A.) (Business - Finance/Marketing)
2002-2006
Brian vander Lugt Skills
- 401k
- 401k Rollovers
- 529 Plans
- Asset Allocation
- Asset Management
- ETFs
- Education Funding
- Equities
- Estate Planning
- Finance
- Financial Planning
- Financial Services
- Fixed Annuities
- Fixed Income
- IRAs
- Investment Strategies
- Investments
- Life Insurance
- Long-term Care
- Multi-generational wealth transfer
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Series 63
- Series 7
- Strategic Financial Planning
- Uniform Combined State Law
- Wealth Management
- Wealth Management Services
- Multi Generational Wealth Transfer
- Long Term Care
- Uniform Combined State
- Multi Generational
- Strategic Financial
Brian vander Lugt Summary
- Brian vander Lugt, based in Wheaton, IL, US, is currently a Managing Director - Investments at Benjamin F. Edwards & Co.. Brian vander Lugt brings experience from previous roles at Benjamin F. Edwards & Co. and Wells Fargo Advisors. Brian vander Lugt holds a 2002 - 2006 Bachelor of Arts (B.A.) in Business - Finance/Marketing @ Bethel University. With a robust skill set that includes 401k, 401k Rollovers, 529 Plans, Asset Allocation, Asset Management and more. Brian vander Lugt has 4 emails and 1 mobile phone numbers on RocketReach.
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