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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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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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 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 →

RW Rachel Williams Rachel Williams Colleague at North Star Resource GroupCedar Rapids, Iowa, United States View → SG Sal Guzman Sal Guzman Colleague at North Star Resource GroupSan Diego, California, United States View → MG Michael Graham Michael Graham Colleague at North Star Resource GroupScottsdale, Arizona, United States View → LA Lara Angelo Lara Angelo Colleague at North Star Resource GroupSt Paul, Minnesota, United States View → PL P.Q. Le P.Q. Le Colleague at North Star Resource GroupDuluth, Georgia, United States View → AH Alison Hafner Alison Hafner Colleague at North Star Resource GroupMinneapolis, Minnesota, United States View → PC Paul Coufal Paul Coufal Colleague at North Star Resource GroupSt Paul, Minnesota, United States View → BB Brooks Butalla Brooks Butalla Colleague at North Star Resource GroupElk River, Minnesota, United States View → PB Pam Bjorklund Pam Bjorklund Colleague at North Star Resource GroupSt Paul, Minnesota, United States View → SW Stephanie Williamson Stephanie Williamson Colleague at North Star Resource GroupMinneapolis, Minnesota, 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 Rachel Williams, Sal Guzman, Michael Graham, Lara Angelo, and P.Q. Le.

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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