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Luke Johnson, Financial Advisor

FINANCIAL ADVISOR
Luke Johnson

CFP®
5827 Oakland Dr Suite B, Portage, MI 49024opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Employee Stock Options

About Luke

As a financial advisor, I'm privileged to work with my clients to help achieve their goals and dreams. With the help of my branch office administrator, Kelsey Steele, we are committed to providing a high level of personal service. My personal goal is to simplify and bring clarity to my clients' financial lives, so they can focus on the things in life that bring them joy, purpose and fulfillment.

It's important to us to educate our clients on questions and concerns they may have such as, "Do I have enough money to retire when I want to? How do my...

Work History

  • Edward JonesMay 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Purdue Univ - West LafayetteBachelors

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Home Improvement
  • Soccer
  • Sports Enthusiast

Team Members

  • Kelsey Steele
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(269) 443-5246

Fax

(844) 812-2120

Office Address

5827 Oakland Dr Suite B
Portage, MI 49024opens in a new window

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