Joseph Lussier
Portfolio Manager-Aktien bei Creative Planning LLC
Profil
Mr. Joseph M.
Lussier is a Wealth Manager & Partner at Creative Planning LLC.
He is working directly with clients to develop a cohesive strategy to meet their most complex goals and financial needs.
His comprehensive approach solves wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business succession planning, corporate stock option planning, insurance and charitable planning.
Prior to joining Creative Planning, He worked for a major national financial services company for 15 years as a Financial Planning Consultant, Vice President, and Senior Account Executive managing a practice of over $1.8 billion.
The majority of his career was spent working with individual clients assisting them with their financial needs.
He received a Bachelor of Science degree in Management from SUNY New Paltz.
Aktive Positionen von Joseph Lussier
| Unternehmen | Position | Beginn |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Portfolio Manager-Aktien | 01.02.2012 |
Ausbildung von Joseph Lussier
| State University of New York College at New Paltz | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
