Luke D. Russell, AAMS®, AIF®
LPL Financial Planner
Personal
Luke and his wife, Tonya, reside in the Midland area and have two children, Madaline and Gavin. Luke enjoys spending free time with his family traveling to explore new areas and pursuing his passions for adventure, family fun, tennis and scuba diving.
Professional Experience
Luke began his career in November 2008 with Edward Jones where he spent seven years helping clients define financial goals, develop strategies and measure progress. In 2015, Luke joined the team of Upstream Investment Partners and brokerage firm SIgma Financial Corporation. Soon after his transition, Luke initiated and organized the launch of Upstream's first Midland branch office where he continues his business today, strengthening relationships with clients and other professionals in the community.
Approach
As an LPL Financial Planner, Luke utilizes a discplined 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 education funding, a second home, providing an income plan at retirement or death, or managing 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, Licenses and Accreditations
College for Financial Planning
Accredited Asset Management Specialist SM (AAMS®)
Fi360 - Accredited Investment Fiduciary (AIF®)
FINRA Series 7 General Securities Representative License through LPL Financial
FINRA Series 66 Uniform Combined State Law License through LPL Financial
State of Michigan: Life, Health and Variable License
Board of Directors, Currently Seated
President, National Assoc. of Insurance and Financial Advisors (NAIFA), Great Lakes Bay
Memberships/Affliations
Midland County Sportsman's Club
Rotary International - Midland Morning
Knights of Columbus - 4th degree & Color Corp member
Midland Area Chamber of Commerce
NAUI - Advanced Scuba Diver & Nitrox
United States Tennis Association
Mobile Phone: 989-280-2092