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Luke W. PerryFinancial Advisor
Phone: (512) 610-1818 (direct) Luke is a member of North Star’s Medical Division which is based in Austin, Texas. He specializes in helping physicians prepare for and overcome financial challenges that are unique to their chosen profession. Luke works exclusively with residents, fellows and newly practicing physicians. By working with clients early on in their career, he is able to help organize and develop a comprehensive financial strategy that often times includes, but is not limited to: • Debt Management (student loans, personal loans, credit cards) • Risk Management (own occupation disability insurance, life insurance) • Build up of Emergency Reserves • College Savings Options for children (529’s) • Investment Strategies (Asset allocation, Mutual Funds) • Retirement Strategies (401k, 403b, SEP IRA, Roth IRA) • Employee Benefits Review1 • Cash Flow Analysis Luke graduated from Saint Ambrose University in Davenport, IA. He is FINRA Series 7 Registered, FINRA Series 66 Registered, Life and Health Licensed, and Variable Life and Annuity Licensed. 1Luke does not provide specific tax or legal advice. Please consult a tax professional for advice specific to your individual circumstance.
North Star Consultants of Texas Click here for a map and directions to our office. North Star Consultants, Inc. CRI Securities, LLC Securian Financial Services, Inc. Investment Advisor Representative & Registered Representative - CRI Securities, LLC and Securian Financial Services, Inc. North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc., Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group. North Star Resource is not affiliated with Securian Financial Services, Inc. North Star Resource Group is independently owned and operated. Doing business as North Star Consultants of Texas, Inc. in the state of Texas. 421711/11-2011 |
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North Star Resource Group and its affiliate(s) CRI Securities, LLC are independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian") and CRI Securities, LLC, registered broker-dealers and investment advisors, member FINRA/SIPC. Individuals registered with Securian and CRI Securities, LLC are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian and CRI Securities, LLC. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with North Star Resource Group are registered with Securian and CRI Securities, LLC, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian and CRI Securities, LLC’s behalf, please contact Securian at 1-800-820-4205.
North Star Resource Group, 2701 University Ave. S.E., Minneapolis, MN, 55414 612-617-6000 |
