Luke Eide Mba, Awma Email & Phone Number

Overland Park, Ks, Us

Created an Independent Family Office for Wealth Management as of the morning July 17th 2024. Partner and clear through LPL.Check out how LPL helps advisors gain independence https://www.lpl.com/join-lpl.htmlLots to do but there is much more to come. Very exciting times!

Austin, Tx, Us

Teaching a workshop courses on all things financial planning. I've be fortunate to teach many different types of classes and this workshop is a lot of fun. Six hours total broken up into to session per class. Please see the website for details of the course topics, dates and times and to sign up. https://kansascity.retirementplanningclass.com The website shows the first two courses in February and March. We will update the website with additional dates, times and locations ongoing.

Milwaukee, Wi, Us

I and our team consider the wealth management business as an art. This is a relationship business.We see it as clients (partners) owning their financial business and hire our team to achieve objectives.Partners are in Kansas City but also across the Nation, specific hubs in addition to Kansas and Missouri are Tennessee, Ohio, California, Wisconsin, Georgia, and we work with families in most states.People tend to give referrals of people that live near them is why such interesting concentrations.

Enjoyed teaching a newly created course "Roadmap to Your Retirement Journey"It is a two session, three hour each session, class on concepts involving wealth management. We had a large very engaged class which makes the experience fun. The class received a 280 page workbook.Along with our corresponding working slide presentation ready to go. We had lively class discussions. Major use of the white boards to convey various concepts: for instance short list, IRA vs Roth IRA, how to do a Roth conversion, standard deviation and mean in a portfolio, types of life insurance, how disability insurance and long term care insurances work, sequence of returns examples early in retirement, and lots more. Thankful to Wendy Acker MBA Director at Avila for being so kind as to offer a wonderful class room for us to use. Everything worked out great, the technology, the parking was close to the room and easy to find the room. Told the class that years ago I was a student in the exact class room, at least twice.

Kansas City, Mo , Us

Teaching a course on Banking, Economy, and InvestmentsA very engaged class again, what is typical at Avila University. Enjoyed teaching and interacting with the class. We had to go virtual after Thanksgiving. Pleased to have received best possible scores on the 15 questions in the student course evaluation.Topics include *The Stock Market and Theory of Rational Expectations*Central Banks and the Federal Reserve System*Foreign Exchange Markets and the International Financial System*Monetary Policy Theory and Aggregate Demand Curves*Dynamics of Financial Crises*The Conduct of Monetary Policy: Strategy and Tactics

Kansas City, Mo , Us

Student comments from this course: "Professor was amazing, very approachable and knowledgeable.""Professor made a difficult subject easier to grasp. Such a good course!" "I enjoyed the discussion and free flow" "Professor Eide seems to be very knowledgeable and shared a lot of great information." Topics included:*The Nature of Economics and Demand and Supply *Macroeconomics and Economic Growth *Real GDP Determination and Fiscal Policy *Money, Stabilization, and Growth *Global Economies *Exchange Rates and the Balance of Payments

Kansas City, Mo , Us

Enjoyed teaching a course on a broad array of financial topics:*The Stock Market and Theory of Rational Expectations *Central Banks and the Federal Reserve System *Foreign Exchange Markets and the International Financial System *Monetary Policy Theory and Aggregate Demand Curves *Dynamics of Financial Crises *The Conduct of Monetary Policy: Strategy and Tactics

Here are student comments from the MBA course evaluation."Best MBA class I’ve taken, as it prepared life skills""New, supporting, inspiring, I gained great new knowledge""Intellectual, real-world knowledge""Guest speakers were awesome""Encourage thought & self-evaluation""Great presentations from students""Relevant speakers, very knowledgeable, I’ve learned more here than any class""(Instructor is) Interested in each student. Wanted to learn with students."Knowledgeable and genuinely interested in continued learning and the course subject matter."Created a MBA course about how to succeed in business.Explored ways to succeed in the currently day and age, and with the eye on employing the aid of future technologies. We explored CRISPR, drones, 3D printing, IoT, Quantum Computing, Extreme Longevity;. AI, MedTech; and other softer science psychological concepts like Hill's MasterMind and DMP concepts (definite major purpose) and PMA (positive mental attitude). Had the class read four books, all of which I still recommend."Bold: How to Go Big, Create Wealth and Impact the World" by Kotler and Diamandis"Abundance: The Future Is Better than You Think" by Kotler and Diamandis"A Whole New Mind: Why Right-Brainers Will Rule the Future" author Dan Pink"Napoleon Hill’s Keys to Success: The 17 Principals of Personal Achievement" by Napoleon HillDetails on the attached Syllabus.

Overland Park, Ks, Us

Gained a variety of exposure to a various investment vehicles and planning strategies while working simultaneously at Mariner Wealth, Mariner Retirement, and First Point Financial.

Joined with Worldwide Energy to consult and implement a greener and cost savings strategies for businesses, mostly industrial, in the greater KC area.

Kansas City, Missouri, Us

Highlight is the friends across the country that were developed and all the wealth management advice work done and what was learned in process. I led the small Advice team. There were hundreds of customer service call center reps that couldn't do investment or portfolio advice, so if they ran into trouble or an opportunity, well the call came to me. At least fifty times the clients, working with the reps, had their funds to redeem to the bank real time; it was pending, meaning mutual funds have to wait tot he close of business to do anything; then I was brought in and saved it. Tens of millions Ithere alone saved....any comp, no. Saved that firm billions in AUM. More experience than most people with dealing with people and investments than you'll ever meet. I had some work done on the house a while back and asked the working man, how many people do you think I provided investment/portfolio service too? One said something like 300, the other 500....I told them, well over 20,000. They obviously were shocked. It was a joy to meet all those people across the country from every state in the US and a few counties abroad. Yeah, I still partner with the best families met so many decades ago. Stowers created it correctly with the nomination and awards for important categories, like Value, Financial Success, Integrity. Honored to win the Integrity award divisionally (like 400 people) three years in a row; corporate level once in the middle year. I was embarressed on the third one in a row, and told everyone afterwards this has to be spread around; I don't ever want to win the integrity award again.

Consultant to individuals for healthy lifestyle. Professional Speaker to groups on living a healthy lifestyle.Presentations & trade show promotions of various products we carried, high end water filters, high end juicers, various supplements, health books and videos.

Minneapolis, Mn, Us

Entry into the world of wealth management. Left the business to start a business in another passion of mine, healthy living.

El Segundo, Ca, Us

Earned the trust and business confidence of IT managers for numerous complicated technological solutions for small, medium, large and global companies based in the USA. HP business consultant sales volume grand prize contest winner.Sony and Adobe sales leader and winner of various volume sales contests. Expert in sales of HP, Adobe, Microsoft, IBM, Toshiba, Cisco, Apple, and APC.

Mba, International Finance

Awma Certification, Accredited Wealth Managemnet Advisor

South Pacific And Asian Business Practices

Ba English, Business Communication