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Brian Luce Email & Phone Number
Owner and Managing Principal
at
Heartland Financial Advisor
1 work email found
@heartlandfinancialadvisor.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Owner and Managing Principal
Location
Raleigh, North Carolina, United States
Who is Brian Luce? Overview
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Quick answer
Brian Luce is listed as Owner and Managing Principal at Heartland Financial Advisor, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at heartlandfinancialadvisor.com and a matched LinkedIn profile for Brian Luce.
Brian Luce previously worked as Owner & Managing Principal at Heartland Financial Advisor and Co-Founder & Tax Consultant at Heartland Tax Consulting. Brian Luce holds Bachelor Of Science (B.S.), Business Administration Emphasis In Economics, Second Emphasis In Finance from University Of Nebraska At Kearney.
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{first}@heartlandfinancialadvisor.com
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Profile bio
About Brian Luce
Living well in the future relies on preparing well today—and preparing well today begins with the professionals at Heartland Financial Advisor.At Heartland, we consider your entire financial future, not just part of it. Your life consists of stages. We see it—and help you plan for it—as a continuous timeline. More importantly, we view you both as a person and a professional; as an investor and as an individual.Financial planning can begin when you start your first job, prepare for the birth of a child, make a career change, or at any point when you begin planning for the future. As your life changes so will your financial plan—and we are here every step of the way.Whether it is for you as an individual , your family, or your business, Heartland Financial Advisor provides a full spectrum of advice and service. We help you develop an appropriate strategy today—with the flexibility to adjust as your life and circumstances evolve tomorrow.
Listed skills include Independent Financial Advice, Wealth Management Services, Fiduciary Services, Portfolio Management, and 9 others.
Current workplace
Brian Luce's current company
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3 roles
Brian Luce work experience
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Owner & Managing Principal
Current"Today's Preparation, Tomorrow's Success" Your preparation today is reflected in tomorrow's success. How are you preparing?At Heartland Financial Advisor, we are focused on empathizing with you and understanding what is important in your life. We work with you to construct a financial plan that prepares you for your journey through life and guides you along the path to achieving your dreams.DISCLOSURE: Brian Luce is a Registered Representative offering Securities and Advisory Services through United Planners Financial Services member FINRA/SIPC. Heartland Financial Advisor and United Planners are not affiliated.
Sep 2015 - Present
Co-Founder & Tax Consultant
Heartland Tax Consulting
Heartland Tax Consulting is a tax and bookkeeping consulting firm that serves the unique needs of every client by helping them to meet their objectives and goals. Whether you are an individual or business, whether you seek tax or bookkeeping assistance, Heartland Tax Consulting is there to serve as your trusted consultant. No two people or businesses are the same—we take a client-centric approach by seeking to understand each of our clients and their needs in order to provide them with recommendations tailored to their circumstance. Heartland provides a range of tax preparation, tax planning, and bookkeeping services to fit you or your business.
Feb 2017 - Dec 2020
1 education record
Brian Luce education
FAQ
Frequently asked questions about Brian Luce
Quick answers generated from the profile data available on this page.
What company does Brian Luce work for?
Brian Luce works for Heartland Financial Advisor.
What is Brian Luce's role at Heartland Financial Advisor?
Brian Luce is listed as Owner and Managing Principal at Heartland Financial Advisor.
What is Brian Luce's email address?
AeroLeads has found 1 work email signal at @heartlandfinancialadvisor.com for Brian Luce at Heartland Financial Advisor.
Where is Brian Luce based?
Brian Luce is based in Raleigh, North Carolina, United States while working with Heartland Financial Advisor.
What companies has Brian Luce worked for?
Brian Luce has worked for Heartland Financial Advisor and Heartland Tax Consulting.
How can I contact Brian Luce?
You can use AeroLeads to view verified contact signals for Brian Luce at Heartland Financial Advisor, including work email, phone, and LinkedIn data when available.
What schools did Brian Luce attend?
Brian Luce holds Bachelor Of Science (B.S.), Business Administration Emphasis In Economics, Second Emphasis In Finance from University Of Nebraska At Kearney.
What skills is Brian Luce known for?
Brian Luce is listed with skills including Independent Financial Advice, Wealth Management Services, Fiduciary Services, Portfolio Management, Retirement Planning, Financial Analysis, Asset Management, and Investment Advisory.
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