Lukas Barthel, CPFA®
Financial Advisor
Lukas Barthel, CPFA®
Financial Advisor
About
Lukas leverages his unique background to create and manage comprehensive financial strategies for his clients. He enjoys working alongside a wide range of professionals and their families to help them pursue financial freedom. While doing this, he makes it a priority to meet each client right where they’re at and develop goals and plans tailored specifically to their situation.
Lukas grew up in Milwaukee and was encouraged from a young age to volunteer and be active in the community, which culminated in his earning the rank of Eagle Scout. After graduating from Marquette University High School, he began his post-secondary education at St. Norbert College in Green Bay, WI, where he studied Business with a Marketing focus.
Upon returning to the Milwaukee area, Lukas worked as a manager of multiple AT&T stores over the next 10 years, while simultaneously endeavoring to build his finances from the ground up. In doing so, he discovered an innate interest in the complexities of the financial world and a passion for sound, holistic financial planning. He returned to school at Cleary University, where he graduated with an undergraduate degree in Executive Management in 2021 and an MBA in Financial Planning in 2022.
After graduating from Cleary, Lukas resolved to be the financial planning resource for others that he wished he’d had while building his own financial foundation. After searching for the right fit, he found the independence, support, and experience he was looking for, and began a career as a financial advisor with North Star Resource Group in Milwaukee in September 2023. In this role, he’s able to use his passion for financial planning to support his clients and help them reach their financial goals (much as he did himself).
Today, Lukas remains a resident of Milwaukee. He lives with his wife, Stephanie, and dog, Nilla, and is excitedly awaiting the birth of his first child in February 2024. Together, they enjoy participating in outdoor activities such as gardening, camping, hunting, and fishing, as well as traveling, reading, and the occasional video game.
Services
- Comprehensive fee-based financial planning
- Debt management
- Education funding
- Retirement strategies
- Risk management
- Wealth management
Team
Carrie Hancock
Vice President, Financial Planning Resource Center
Chase Brakke, DIA, DIF, CEPA®
Vice President of Business Owner Solutions
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.