Brian Luce
Owner & Managing Principal at Heartland Financial Advisor- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Series 66
NASAA -
Series 7
Financial Industry Regulatory Authority (FINRA)
Experience
-
Heartland Financial Advisor
-
United States
-
Financial Services
-
1 - 100 Employee
-
Owner & Managing Principal
-
Sep 2015 - Present
"Today's Preparation, Tomorrow's Success" Your preparation today is reflected in tomorrow's success. How are you preparing? At Heartland Financial Advisor, we are focused on empathizing with you and understanding what is important in your life. We work with you to construct a financial plan that prepares you for your journey through life and guides you along the path to achieving your dreams. DISCLOSURE: Brian Luce is a Registered Representative offering Securities and Advisory Services through United Planners Financial Services member FINRA/SIPC. Heartland Financial Advisor and United Planners are not affiliated. Show less
-
-
-
Heartland Tax Consulting
-
United States
-
Financial Services
-
Co-Founder & Tax Consultant
-
Feb 2017 - Dec 2020
Heartland Tax Consulting is a tax and bookkeeping consulting firm that serves the unique needs of every client by helping them to meet their objectives and goals. Whether you are an individual or business, whether you seek tax or bookkeeping assistance, Heartland Tax Consulting is there to serve as your trusted consultant. No two people or businesses are the same—we take a client-centric approach by seeking to understand each of our clients and their needs in order to provide them with recommendations tailored to their circumstance. Heartland provides a range of tax preparation, tax planning, and bookkeeping services to fit you or your business. Show less
-
-
Education
-
University of Nebraska at Kearney
Bachelor of Science (B.S.), Business Administration emphasis in Economics, second emphasis in Finance
Community
