Broker Check
Luke D. Russell AIF®, AAMS®, LACP®

Luke D. Russell AIF®, AAMS®, LACP®

LPL Financial Planner

Personal
Luke and his wife, Tonya, reside in the Midland area and have two children. Luke enjoys spending free time with his family traveling to explore new areas and pursuing his passions of tennis and scuba diving.

Professional Experience
In 2015, with more than six years experience at Edward Jones and a strong commitment to
providing client’s with an extensive variety of financial services and product choices, Luke
joined the team of Upstream Investment Partners. This decision was largely due to Upstream’s
alliances with some of the best names in the industry and their ability to offer one of the
largest product and service platforms. Upstream’s “open architecture” style platform provides
client’s with freedom of choice. Further, Upstream does not have any of their own proprietary
products; they only work with outside investment companies. This allows Luke and other
representatives to offer objective solutions to clients. Soon after his transition to Upstream,
Luke organized and initiated the launch of Upstream’s first Midland branch office where he
continues his business today, strengthening relationships with other professionals and the
community.


Approach
As a Wealth Planner, Luke utilizes a disciplined approach and builds relationships with clients.
Understanding an individual’s needs and goals is important whether it be saving for specific
goals such as retirement, college or a second home, or providing an income at retirement or
death, or preserving capital by addressing risk and taxes. Luke’s relationships with other local
professionals, such as CPA’s and attorneys, enables him to effectively coordinate information
and services between these professionals for his clients.

Education and Licenses
College for Financial Planning
Series 7* General Securities Representative License
Series 66* Uniform Combined State Law License
State of Michigan, Life, Health, and Variable License

*Held with LPL Financial

Accreditations
Accredited Asset Management SpecialistSM (AAMS®)
Accredited Investment Fiduciary (AIF®)
Life Annuity Certified Professional (LACP®)


Board of Directors, Currently Seated
President of Floyd Arbor, a Gleaner Life Insurance Society Service Club

Memberships/Affiliations
Midland Business Alliance
Midland County Sportsman Club
National Association of Insurance and Financial Advisors (NAIFA)
Sons of the American Legion
investwithluke.com The United States Tennis Association (USTA) Official

Mobile Phone: 989-280-2092

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