Lukas Barthel
Financial Advisor at North Star Resource Group | Milwaukee, Wisconsin, United States
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
Lukas Barthel is a dedicated Financial Advisor at North Star Resource Group, where he leverages his extensive background in sales, management, and client relationship building to deliver comprehensive financial solutions. In his current role, Lukas specializes in providing personalized investment advisory services, fiduciary guidance, and comprehensive financial planning tailored to each client’s unique circumstances and goals. His expertise spans a broad spectrum of financial products, including equities, variable annuities, and disability insurance, ensuring clients receive well-rounded advice aligned with their risk tolerance and long-term objectives.
At North Star Resource Group, Lukas is actively involved in key projects that focus on enhancing client engagement through strategic financial coaching and critical thinking. He works closely with individuals and families to develop customized investment strategies, optimize asset allocation, and implement risk management techniques. His proficiency in securities, investment advisory services, and fiduciary responsibilities underscores his commitment to acting in his clients’ best interests, fostering trust and long-term relationships.
Lukas’s skill set also includes a strong command of Microsoft Office tools, which he uses to analyze financial data, prepare detailed reports, and communicate complex concepts clearly. His passion for helping clients make informed financial decisions is driven by a genuine desire to meet people where they are and guide them toward achieving their financial aspirations. With a proven track record of success in sales and management, Lukas brings a strategic, empathetic approach to financial advising, making him a valuable resource for clients seeking to secure their financial future.
Financial Advisor at North Star Resource Group in October 2023 to Present
Retail Store Manager at Prime Communications in May 2019 to September 2023
Retail Store Manager at Spring Mobile in January 2016 to April 2019
Retail Store Manager at Wireless Logic in February 2014 to December 2015
See more
See less
Cleary University, Master of Business Administration - MBA, September 2026
Cleary University, Bachelor of Business Administration - BBA, September 2026
St. Norbert College, Business Administration and Management, September 2026
See more
See less
Conscious Listening
Market Analysis
Records Management
Adaptability
Retirement Planning
Conflict Management
Oral Communication
Data Analysis
401(k) Retirement Savings Plans
Client Relations
Employee Benefits Design
Fiduciary Services
Investment Management
Retirement Plan Consulting
Independent Financial Advice
Sales
Investment Advisory Services
Financial Planning
Investments
Equity Trading
Fixed Income Trading
Financial Services
Long Term Care Insurance
Health Insurance
Disability Insurance
Life Insurance
Fixed Annuities
Variable Annuities
Leadership
Business Operations
Coaching
Customer Service
Management
Communication
Retail
Store Management
Wireless Technologies
Problem Solving
Analytical Skills
Critical Thinking
Writing
Team Leadership
Microsoft Office
See more
See less
Discover more about North Star Resource GroupWhat is Lukas Barthel email address?
Email Lukas Barthel at [email protected] and [email protected]. This email is the most updated Lukas Barthel's email found in 2026.
What is Lukas Barthel phone number?
Lukas Barthel phone number is 2628807819.
How to contact Lukas Barthel?
To contact Lukas Barthel send an email to [email protected] or [email protected]. If you want to call Lukas Barthel try calling on 2628807819. (updated on February 14, 2025)
What company does Lukas Barthel work for?
Lukas Barthel works for North Star Resource Group
What is Lukas Barthel's role at North Star Resource Group?
Lukas Barthel is Financial Advisor
What industry does Lukas Barthel work in?
Lukas Barthel works in the Financial Services industry.
Lukas Barthel Email Addresses
Lukas Barthel Phone Numbers
Get a free list of similar prospects, filtered by title, company, or industry.
Build your Prospect ListPeople like Lukas Barthel
Manager - Human Resources at KBR (Kellogg, Brown & Root)
senior treasury accountant at Samsung Electronics
Investment Manager at ACADEMY CAPITAL MANAGEMENT
Supervisor at North Star Resource Group
Practice Coordinator at North Star Resource Group
network administrator / CAD/CAM administrator / cost estimator at Bermo Inc.
Compliance Officer at North Star Resource Group
Medicare Specialist at North Star Resource Group