Luke Willson Email
Financial Advisor @ Edward Jones
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Luke Willson Location
- Wichita, KS, US
Luke Willson Work
- Financial Advisor @ (May 2016 - Present)
- Student Employee @ (January 2013 - January 2015)
Luke Willson Education
- Oklahoma State University
Bachelor's of Science in Business Administration (Finance)
2012-2015
Luke Willson Skills
- 401K Options
- Annuities
- Asset Allocation
- Asset Allocation Strategies
- Asset Protection Strategies
- Asset Strategies
- Business Retirement Plans
- Education Savings
- Estate Considerations
- Estate and Legacy Strategies
- Estate and Trust Services
- Exchange-Traded Funds
- Financial Analysis
- Financial Assessment
- Financial Stratiegies
- Fixed-Income Investments
- Individual Retirement Accounts
- Investor Education Programs
- Mutual Funds
- Portfolio Review
- Portfolio Strategies
- Portfolio and Retirement Plan Review
- Retirement Account Consolidation
- Risk Assessment
- Saving, Spending, And Borrowing Solutions
- Strategic Planning
- Wealth Preservation Strategies
- Wealth Strategies
Luke Willson Summary
- Luke Willson, based in Wichita, KS, US, is currently a Financial Advisor at Edward Jones. Luke Willson brings experience from previous roles at Oklahoma State University Athletics Business Department. Luke Willson holds a 2012 - 2015 Bachelor's of Science in Business Administration in Finance @ Oklahoma State University. With a robust skill set that includes 401K Options, Annuities, Asset Allocation, Asset Allocation Strategies, Asset Protection Strategies and more. Luke Willson has 1 emails on RocketReach.
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