David Lusso Email
Financial Planner @ Creative Planning
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David Lusso Location
- Kansas City, MO, US
David Lusso Work
- Financial Planner @ (January 2026 - Present)
- Investment Operations Manager @ (February 2024 - January 2026)
- Investment Operations Associate @ (May 2021 - February 2024)
- Client Specialist High Net Worth Priority Team @ (September 2020 - May 2021)
- Brokerage Specialist @ (September 2019 - September 2020)
- Investment Representative @ (September 2018 - August 2019)
- Proprietary Trader and Floor Broker and Manager @ Self Employed (August 1998 - September 2018)
- Trading Floor Clerk and Manager @ Wolcott & Lincoln (July 1995 - January 1998)
David Lusso Education
- University of Central Missouri
Bachelor's degree (Business Administration and Management, General)
1990-1995
David Lusso Summary
- David Lusso, based in Kansas City, MO, US, is currently a Financial Planner at Creative Planning. David Lusso brings experience from previous roles at J BLACK FINANCIAL GROUP and American Century Investments. David Lusso holds a 1990 - 1995 Bachelor's degree in Business Administration and Management, General @ University of Central Missouri. David Lusso has 1 emails on RocketReach.
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