Lukas Barthel Email & Phone Number
Financial Planner @ North Star Resource Group
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Lukas Barthel Location
- Milwaukee, WI, US
Lukas Barthel Work
- Financial Planner @ (October 2023 - Present)
- Retail Store Manager @ (May 2019 - September 2023)
- Retail Store Manager @ (January 2016 - April 2019)
- Retail Store Manager @ (February 2014 - December 2015)
Lukas Barthel Education
- Cleary University
Master of Business Administration - MBA (Financial Planning)
2021-2022 - Cleary University
Bachelor of Business Administration - BBA (Executive Management)
2018-2021 - St. Norbert College
Business Administration and Management (General)
2005-2009
Lukas Barthel Skills
- 401(k) Retirement Savings Plans
- Adaptability
- Analytical Skills
- Behavioral Finance
- Budgeting
- Business Operations
- Client Relations
- Coaching
- Communication
- Conflict Management
- Conscious Listening
- Critical Thinking
- Customer Service
- Data Analysis
- Disability Insurance
- Education Planning
- Employee Benefits Design
- Equity Trading
- Estate Planning
- Fiduciary
- Fiduciary Services
- Financial Planning
- Financial Services
- Fixed Annuities
- Fixed Income Trading
- Health Insurance
- Independent Financial Advice
- Insurance Planning
- Investment Advisory Services
- Investment Management
- Investment Planning
- Investments
- Leadership
- Life Insurance
- Long Term Care Insurance
- Management
- Market Analysis
- Microsoft Office
- Oral Communication
- Problem Solving
- Records Management
- Retail
- Retirement Plan Consulting
- Retirement Planning
- Sales
- Store Management
- Tax Planning
- Team Leadership
- Variable Annuities
- Wireless Technologies
- Writing
Lukas Barthel Summary
- Lukas Barthel, based in Milwaukee, WI, US, is currently a Financial Planner at North Star Resource Group. Lukas Barthel brings experience from previous roles at Prime Communications, Spring Mobile and Wireless Logic. Lukas Barthel holds a 2021 - 2022 Master of Business Administration - MBA in Financial Planning @ Cleary University. With a robust skill set that includes 401(k) Retirement Savings Plans, Adaptability, Analytical Skills, Behavioral Finance, Budgeting and more. Lukas Barthel has 1 emails and 1 mobile phone numbers on RocketReach.
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Top North Star Resource Group Employees
Phillip Richards
Chairman and CEO
Minneapolis, MN, US
Thomas Kuykendall
Associate Vice President - Twin Cities Advisor Development
Saint Paul, MN, US
Diane Yohn
COO, North Star Resource Group
Minneapolis, MN, US
Ed Deutschlander
CEO
Minneapolis, MN, US
Niccolo A. Gonzales
Associate Vice President
Chapel Hill, NC, US
Chase Brakke
Senior Vice President
Stillwater, MN, US
P.q. le
Managing Director
Duluth, GA, US
Ali Rizvi
Senior Partner
Scottsdale, AZ, US
Tim White
Chief Financial Officer
Stillwater, MN, US
Christopher Sitek
Vice President Life Insurance and Long-Term Health Care
Minneapolis, MN, US
Thomas Haunty
Co-Founder of the North Star Law Division
Madison, WI, US
Josh Evenson
Partner
Madison, WI, US
William Montag
Partner and Financial Advisor
Iowa City, IA, US
Chuck Housner
Regional Vice-President
Madison, WI, US
Megan Temte
Associate Vice President, Marketing and Communication
Saint Paul, MN, US
Mariann Rutter
Vice President - Compliance
Minneapolis, MN, US
Jane Lalonde
Senior Partner
Saint Paul, MN, US
Erik Siverson
Associate Vice President
Minneapolis, MN, US
Austin Streeper
Partner
Madison, WI, US
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