Senior Partner At Planning Legacies Financial Group
Current
Jan 2007 - Present
AeroLeads people directory · profile
Russell G. Luce Rfc, Lutcf, Fic Email & Phone Number
Senior Partner at Planning Legacies Financial Group
at
Planning Legacies Financial Group
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✓ Verified May 2026
3 data sources
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Current company
Role
Senior Partner at Planning Legacies Financial Group
Location
Orland Park, Illinois, United States
Who is Russell G. Luce Rfc, Lutcf, Fic? Overview
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Quick answer
Russell G. Luce Rfc, Lutcf, Fic is listed as Senior Partner at Planning Legacies Financial Group at Planning Legacies Financial Group, based in Orland Park, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Russell G. Luce Rfc, Lutcf, Fic.
Russell G. Luce Rfc, Lutcf, Fic previously worked as Senior Partner And Founder at Planning Legacies Financial Group and Senior Partner at Planning Legacies Financial Group. Russell G. Luce Rfc, Lutcf, Fic holds Chartered Special Needs Counselor, Financial Planning And Services from The American College Of Financial Services.
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Planning Legacies Financial Group
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Profile bio
About Russell G. Luce Rfc, Lutcf, Fic
With over 32 years of experience in the financial services industry my background consists of multiple levels in the industry starting with an advisor then to unit manager onto being an assistant managing director then managing director and now on the position of Senior Partner of Planning Legacies Financial Group. I am also a Registered Representative and Investment Advisor Representative with Silver Oak Securities , Inc . an independent broker dealer .The background that I have has led to a vast experiences in most aspects of the financial services industry . At present I have achieved multiple designations starting with my RFC (registered financial consultant ) , LUTCF (life underwriting training Council fellow) and then my FIC (fraternal insurance counselor). In process of Acheiving my ChSNC Charter Special Needs Councelor. Our goal at Planning Legacies Financial Group is to make an impact on families that have the goal of financial confidence whatever that means to you and your family. We do have a focus here at Planning Legacies Financial Group to assist and impact families decisions that are and continue to struggle with planning for children and/or adults that face the challenges of physical or mental impairments or what we referred to as special needs planning.We here at Planning Legacies Financial Group want to partner, advocate and assist in creating the Legacy that you and your family can be proud of. As we say here Your Legacy Your Choice. !!!!!!!!!!!! Securities and Advisory Services offered through Silver Oaks Securities, Inc. , Member FINRA/SIPCSilver Oaks Securities and Planning Legacies Financial Group are separate entities.Please look at the website section above for links to www.finra.org and www.sipc.org
Listed skills include Insurance, Financial Planning, Investments, Financial Advisory, and 38 others.
Current workplace
Russell G. Luce Rfc, Lutcf, Fic's current company
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14 roles · 34 years
Russell G. Luce Rfc, Lutcf, Fic work experience
A career timeline built from the work history available for this profile.
Senior Partner And Founder
CurrentRegistered Repesentative and Investment Advisor Represtative with Silver Oak Securities, Inc.. I am looking forward to a new chapter in my financial services career. Silver Oak Securities,Inc. is a great organization to be a part of I am back home.Securities and Advisory Services offered through Silver Oaks Securities, Inc., Member FINRA/SIPCSilver Oaks.
Jan 2007 - Present
Senior Partner
Jan 2007 - Oct 2022
President Of
Planning Legacies Financial Group is a a Full Service Financial Services compny, Assisting in all facets from insurance,investments,and fee based Financial Planning.We can assist clients in a full range of Financial Objectives we can handle the most complex to the very basic. We can assist the public to our agents in all aspects of their Financial.
Jan 2008 - Apr 2020
Investment Advisor Representative And Registered Representative
Current
Oct 2022 - Present
Registered Representative And Investment Advisor Representative
Registered Repesentative and Investment Advisor Represtative with LifeMark Securities Corp. I am looking forward to a new chapter in my financial services career. LifeMark Securities Corp. is a great organization to be a part of I am back home.Russell G. Luce is a Registered Representative and Investment Advisor Representative of LifeMark Securities Corp..
Jan 2020 - Oct 2022
Registered Representative / Supervisor
Foresters Equity Services Inc.
At Present Manage,recruit, and supervise Registered Representatives in the Illinois area.
May 2003 - Nov 2018
Member Of The Board Of Directors
Jun 2015 - Jun 2017
Advisor
1992 - 2017
~25 yrs
Professional Board
Autism Society Of Illinois
2013 - 2015
~2 yrs
Managing General Agent
As the Managing partner for the Illinois/Chicago area for Foresters Financial Partners as well as President of PNL Planning Group. I am responsible to partner with independent Financial Advisers to assist them to grow and exceed their Business objectives. as the President of PNL Planning Group Inc is to educate and spark.families with challenged children.
Jun 2007 - Sep 2009
Managing Director Of Sales
Ran a Insurance and Financial Services orginization, hires, train and Recruited agents for sales
Jun 2003 - Jul 2005
Assistant Managing Director
The Mony Group
At the MONY group I was responsible for Recruiting, Supervising a unit of 10 advisers. I also was an active adviser as well during my tenor ant MONY.
Jun 2002 - Jun 2003
Sales Manager
1993 - 2003
~10 yrs
1 education record
Russell G. Luce Rfc, Lutcf, Fic education
-
The American College Of Financial Services
FAQ
Frequently asked questions about Russell G. Luce Rfc, Lutcf, Fic
Quick answers generated from the profile data available on this page.
What company does Russell G. Luce Rfc, Lutcf, Fic work for?
Russell G. Luce Rfc, Lutcf, Fic works for Planning Legacies Financial Group.
What is Russell G. Luce Rfc, Lutcf, Fic's role at Planning Legacies Financial Group?
Russell G. Luce Rfc, Lutcf, Fic is listed as Senior Partner at Planning Legacies Financial Group at Planning Legacies Financial Group.
Where is Russell G. Luce Rfc, Lutcf, Fic based?
Russell G. Luce Rfc, Lutcf, Fic is based in Orland Park, Illinois, United States while working with Planning Legacies Financial Group.
What companies has Russell G. Luce Rfc, Lutcf, Fic worked for?
Russell G. Luce Rfc, Lutcf, Fic has worked for Planning Legacies Financial Group, Silver Oak Securities, Inc., Lifemark Securities Corp., Foresters Equity Services Inc., and Easterseals Serving Chicagoland And Rockford.
How can I contact Russell G. Luce Rfc, Lutcf, Fic?
You can use AeroLeads to view verified contact signals for Russell G. Luce Rfc, Lutcf, Fic at Planning Legacies Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Russell G. Luce Rfc, Lutcf, Fic attend?
Russell G. Luce Rfc, Lutcf, Fic holds Chartered Special Needs Counselor, Financial Planning And Services from The American College Of Financial Services.
What skills is Russell G. Luce Rfc, Lutcf, Fic known for?
Russell G. Luce Rfc, Lutcf, Fic is listed with skills including Insurance, Financial Planning, Investments, Financial Advisory, Annuities, Long Term Care, Retirement Planning, and New Business Development.
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