Luke McElhenie, CFP®
Financial Advisor @ Triumph Wealth Management, LLC
About
You're earning $500K. But your financial strategy is still built for $120K. → 401(k) maxed out, maybe a brokerage account and that's basically the whole plan → RSUs vesting with no real strategy beyond "sell some, hold some" → You're paying a lot in taxes and suspect there are moves you're not making → Nobody's ever looked at your equity, your income, and your long-term plan at the same time I work with sales leaders and corporate executives on exactly that.Send me a DM and let's get started. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 10401 W Innovation Dr, Wauwatosa, WI 53226, (414) 615-4850. Licensing: Licensed Financial Professionals Across the U.S. | WPFG
United States
Madison
Financial Services
Coaching, 401(k), 403(b) SEP & SIMPLE IRAs 529 Plans, Asset Allocation Analysis, Buy-Sell Review, Executive Benefit Strategies, Wealth Accumulation Strategies, Retirement Planning, Deferred Compensation Plans
Experience
Financial Advisor
Triumph Wealth Management, LLC
Madison, Wisconsin, United States
Member
The Post
The Post is the only private membership network connecting athletes turned business leaders.
Member
PCFO CAPITAL
Financial Advisor
Sun Prairie Financial Services
Sun Prairie, Wisconsin, United States
Financial Advisor
WestPoint Financial Group
Greater Madison Area
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
Financial Representative, Principal Securities Registered Representative, Investment Adviser Rep
Principal Financial Group
Stevens Point, Wisconsin, United States
Insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., Securities and advisory products offered through Principal Securities, Inc., 800/247-1737,member SIPC. Principal National, Principal Life, and Principal Securities, Inc. are members of the Principal Financial Group®, Des Moines, IA 50392. , Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Investment Adviser Representative.
Investment Guidance Intern
CUNA Mutual Group
Education
University of Wisconsin-Stevens Point
Finance, Insurance, Real Estate
Luke McElhenie, CFP®'s Contact Information
Phone
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