Luke Strode, CFP®

Financial Advisor

Assisting young and successful families to create and grow wealth

Client account access

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Luke Strode, CFP®

Financial Advisor

Assisting young and successful families to create and grow wealth

Luke Strode is a wealth advisor with North Star Resource Group and serves as an original member of the North Star Resource Group – Scottsdale Division. Luke was instrumental in setting the foundation of North Star Resource Group – Scottsdale as a boutique, client-centric, integrity-driven, holistic financial planning and wealth management practice to cater to the needs of high income and high net worth individuals and their families.

North Star Resource Group is an independent financial advising firms with over $11.3 billion of client assets1 entrusted to them and origins tracing back to 1908.

Professionals and businesses have very acute financial needs and require an objective and transparent approach to their financial outcomes and concerns. Luke believes that trust and transparency are the most important elements of every relationship. Luke structures his practice in a way that allows him to spend time getting to know his clients and their families, so he is able to deliver customized strategies to suit their needs.

Luke graduated from the University of Arizona with degrees in finance and entrepreneurship. Luke was a graduate of the McGuire Program of Entrepreneurship, which consistently ranks in the top 10 public graduate programs in the country in 2021.2 Luke also completed his CERTIFIED FINANCIAL PLANNER™ certification training from University of California Berkley. The CFP® designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced. This designation is held by less than 30% of all financial advisors in the industry.3

Luke resides in Phoenix, Arizona with his wife Grace and their dog Dolly.

1As of January 2022
2About the McGuire Center. Eller College of Management. (2021, June 21). Retrieved February 22, 2022, from https://eller.arizona.edu/departments-research/centers-labs/entrepreneurship/about
3CFP® Professional demographics. CFP Board. Retrieved February 22, 2022, from https://www.cfp.net/knowledge/reports-and-statistics/professional-demographics

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ Certification
  • University of California Berkley CFP® Certification Training
  • University of Arizona Eller College of Management
  • University of Arizona McGuire Program of Entrepreneurship
  • FINRA Series 7 Registered
  • FINRA Series 66 Registered
  • Licensed Life, Accident and Health Insurance Agent
  • Luke has been distinguished among a select group of financial advisors worldwide by the Million Dollar Round Table (MDRT)

Business Specialties

  • Qualified Employer Plans: 401(k)s, SEP IRAs, SIMPLE IRAs
  • Defined Benefit Plans
  • Business Continuation/Exit Strategies

Team

Mayra Alvarez
Mayra Alvarez

Practice Coordinator

Resource team

Carrie Hancock
Carrie Hancock

Vice President, Financial Planning Resource Center

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Max Stowe, LUTCF®
Max Stowe, LUTCF®

Financial Planning Specialist

Resources

Newsletter





Contact

    Scottsdale, Ariz.

    6720 N. Scottsdale Road
    Suite 290
    Scottsdale, AZ 85253

    Directions

    Luke is a registered representative and investment advisor representative of Securian Financial Services, Inc.

    Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.

    4292506/DOFU 3-2022