Luke Vennard Email & Phone Number
Managing Partner @ Sterling Group United
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Luke Vennard Location
- Mesa, AZ, US
Luke Vennard Work
- 2018 -now Managing Partner @
- 2008 -2018 Chief Operations Officer @
- 2008 -2016 Vice Chairman @
- 2008 -2016 Vice Chairman @
- 2015 -2018 President @ Sterling Revenue Group
- 2003 -2008 Financial Advisor @ Aegon
- 2006 -2006 Enrollment @
Luke Vennard Education
- Phoenix School of Insurance
6 (63, 65, Investments and Securities)
2002-2003 - Red Mountain
Luke Vennard Skills
- Retirement Planning
- Wealth Management
- Fixed Annuities
- Investments
- Retirement
- Strategic Financial Planning
- Insurance
- Estate Planning
- IRAs
- Financial Planning
- Financial Planners
- Financial Advisory
- Investment Strategies
- Leadership
- Series 65
- 401k
- Series 7
- Mutual Funds
- Term Life Insurance
- Credit
- Wealth
- Portfolio Management
- Mortgage Lending
- Managing Accounts
- Finance
- Managed Accounts
- IRA's
- Annuities
- Reporting & Analysis
- Roth IRA
- Pensions
- Insurance Planning
- Wealth Accumulation
- SEP
- Rollovers
- 529 Plans
- Universal Life
- Health Insurance
- Wealth Transfer
- Annuity
- 401k Rollovers
- Whole Life
- College Savings Plans
- Retirement Income Strategies
- Stocks
- Financial Advice
- IRA Rollovers
- Risk Management
- Private Equity
- Real Estate
- Pro Bono
- Reporting and Analysis
- Annual Reviews
- Edge
- Consultations
Luke Vennard Summary
- Luke Vennard, based in Mesa, AZ, US, is currently a Managing Partner at Sterling Group United. Luke Vennard brings experience from previous roles at Sterling Group United and Sterling Revenue Group. Luke Vennard holds a 2002 - 2003 6 in 63, 65, Investments and Securities @ Phoenix School of Insurance. With a robust skill set that includes Retirement Planning, Wealth Management, Fixed Annuities, Investments, Retirement and more. Luke Vennard has 2 emails and 2 mobile phone numbers on RocketReach.
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Luke Vennard
Managing Partner
Mesa, AZ, US
Top Sterling Group United Employees
Luke Vennard
Managing Partner
Mesa, AZ, US
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