Luke Russell Email & Phone Number
Wealth Planner @ UPSTREAM Investment Partners, LLC
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Luke Russell Location
- Midland, MI, US
Luke Russell Work
- 2015 -now Wealth Planner @
- 1994 -2020 Pizza Dude @ Pizza Dude
- 2008 -2015 Financial Advisor @
- 2003 -2008 Sales Manager @ Showcase Mitsubishi
Luke Russell Education
- Fi360
AIF®️ (Accredited Investment Fiducary)
2015-2016 - College for Financial Planning
AAMS®️ (Financial Planning, Asset Management)
2010-2011 - Pinconning Area High School
General high school diploma (General Studies)
1992-1996
Luke Russell Skills
- Fixed Annuities
- IRAs
- Mutual Funds
- Retirement Planning
- Investments
- Finance
- Insurance
- Bonds
- Financial Analysis
- Retirement
- Leadership
- Financial Advisory
- Stocks
- ETFs
- Sales
- Series 7
- Budgets
- Equities
- Wealth Management
- Life Insurance
- Asset Allocation
- Managing Accounts
- Training
- Uniform Combined State Law
- Long-term Care
- Strategic Financial Planning
- Annuities
- Budgeting
- Managed Accounts
- Long Term Care
Luke Russell Summary
- Luke Russell, based in Midland, MI, US, is currently a Wealth Planner at UPSTREAM Investment Partners, LLC. Luke Russell brings experience from previous roles at Pizza Dude, Edward Jones and Showcase Mitsubishi. Luke Russell holds a 2015 - 2016 AIF®️ in Accredited Investment Fiducary @ Fi360. With a robust skill set that includes Fixed Annuities, IRAs, Mutual Funds, Retirement Planning, Investments and more. Luke Russell has 1 emails and 1 mobile phone numbers on RocketReach.
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