Lukas Barthel, Cpfa®
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Lukas Barthel, Cpfa® Email & Phone Number

Financial Advisor helping ordinary people tackle today's financial challenges and plan for tomorrow's dreams using sound, holistic guidance. at North Star Resource Group
Location: Milwaukee, Wisconsin, United States 4 work roles 3 schools
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Current company
North Star Resource Group
Role
Financial Advisor helping ordinary people tackle today's financial challenges and plan for tomorrow's dreams using sound, holistic guidance.
Location
Milwaukee, Wisconsin, United States
Company size
338 employees

Who is Lukas Barthel, Cpfa®? Overview

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Quick answer

Lukas Barthel, Cpfa® is listed as Financial Advisor helping ordinary people tackle today's financial challenges and plan for tomorrow's dreams using sound, holistic guidance. at North Star Resource Group, a company with 338 employees, based in Milwaukee, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Lukas Barthel, Cpfa®.

Lukas Barthel, Cpfa® previously worked as Financial Advisor at North Star Resource Group and Retail Store Manager at Prime Communications. Lukas Barthel, Cpfa® holds Master Of Business Administration - Mba, Financial Planning from Cleary University.

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Email format at North Star Resource Group

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North Star Resource Group

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Profile bio

About Lukas Barthel, Cpfa®

I am an experienced leader with a demonstrated history of success in sales and management. I became a financial advisor to pursue my passion for meeting people where they are and helping them make wise financial decisions and achieve their goals. My personal and professional background provides a unique perspective that allows me to better understand my clients’ needs, and being independent ensures I can provide clients with the options most appropriate to their individual situations. I graduated from Cleary University with an MBA in Financial Planning, and am a member of the National Eagle Scout Association and the National Society of Leadership and Success (Sigma Alpha Pi).

Current workplace

Lukas Barthel, Cpfa®'s current company

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North Star Resource Group
North Star Resource Group
Financial Advisor helping ordinary people tackle today's financial challenges and plan for tomorrow's dreams using sound, holistic guidance.
minneapolis, minnesota, united states
Website
northstarfinancial.com
Employees
338
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4 roles

Lukas Barthel, Cpfa® work experience

A career timeline built from the work history available for this profile.

Retail Store Manager

Spring Mobile

Milwaukee, Wisconsin, United States

Jan 2016 - Apr 2019

Retail Store Manager

Wireless Logic

Milwaukee, Wisconsin, United States

Feb 2014 - Dec 2015
Team & coworkers

Colleagues at North Star Resource Group

Other employees you can reach at northstarfinancial.com. View company contacts for 338 employees →

JR Josh Rudesill Josh Rudesill Colleague at North Star Resource Group Hudson, Wisconsin, United States, United States View → JE Jayna Emerson Jayna Emerson Colleague at North Star Resource Group Minneapolis, Minnesota, United States, United States View → KJ Kaydi Johnson Kaydi Johnson Colleague at North Star Resource Group Brainerd, Minnesota, United States, United States View → KF Kent Fritze Kent Fritze Colleague at North Star Resource Group Detroit Lakes, Minnesota, United States, United States View → EA Erik Andrews, Cfp® Erik Andrews, Cfp® Colleague at North Star Resource Group Minneapolis, Minnesota, United States, United States View → NS Nikcole Sotelo Nikcole Sotelo Colleague at North Star Resource Group Minneapolis, Minnesota, United States, United States View → MW Madisen Williams Madisen Williams Colleague at North Star Resource Group San Diego, California, United States, United States View → RM Raphael Mcgee Raphael Mcgee Colleague at North Star Resource Group High Point, North Carolina, United States, United States View → NB Nicole Behrens Nicole Behrens Colleague at North Star Resource Group United States, United States View → LS Lisa Schaub Lisa Schaub Colleague at North Star Resource Group Minneapolis, Minnesota, United States, United States View →
3 education records

Lukas Barthel, Cpfa® education

FAQ

Frequently asked questions about Lukas Barthel, Cpfa®

Quick answers generated from the profile data available on this page.

What company does Lukas Barthel, Cpfa® work for?

Lukas Barthel, Cpfa® works for North Star Resource Group.

What is Lukas Barthel, Cpfa®'s role at North Star Resource Group?

Lukas Barthel, Cpfa® is listed as Financial Advisor helping ordinary people tackle today's financial challenges and plan for tomorrow's dreams using sound, holistic guidance. at North Star Resource Group.

Where is Lukas Barthel, Cpfa® based?

Lukas Barthel, Cpfa® is based in Milwaukee, Wisconsin, United States while working with North Star Resource Group.

What companies has Lukas Barthel, Cpfa® worked for?

Lukas Barthel, Cpfa® has worked for North Star Resource Group, Prime Communications, Spring Mobile, and Wireless Logic.

Who are Lukas Barthel, Cpfa®'s colleagues at North Star Resource Group?

Lukas Barthel, Cpfa®'s colleagues at North Star Resource Group include Josh Rudesill, Jayna Emerson, Kaydi Johnson, Kent Fritze, and Erik Andrews, Cfp®.

How can I contact Lukas Barthel, Cpfa®?

You can use AeroLeads to view verified contact signals for Lukas Barthel, Cpfa® at North Star Resource Group, including work email, phone, and LinkedIn data when available.

What schools did Lukas Barthel, Cpfa® attend?

Lukas Barthel, Cpfa® holds Master Of Business Administration - Mba, Financial Planning from Cleary University.

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