Lukas Barthel

Financial Advisor helping ordinary people tackle today\'s financial challenges and plan for tomorrow\'s dreams using sound, holistic guidance.

Role
Financial Advisor at North Star Resource Group
Location
Milwaukee, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Lukas Barthel

I am an experienced leader with a demonstrated history of success in sales and…

Experience

  1. Financial Advisor

    North Star Resource Group

    Oct 2023 — Present

    Investment advisor representative of Cetera Investment Advisers LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other entity.

Education

  • Cleary University

    Bachelor of Business Administration - BBA, Executive Management

  • St. Norbert College

    Business Administration and Management, General

  • Cleary University

    Master of Business Administration - MBA, Financial Planning

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Lukas Barthel — Financial Advisor at North Star Resource Group in Milwaukee, WI, US | Unifers