Luke Palmer is a high-level professional, that works in Bisdorf Palmer on the position of Co-Owner, Wealth Planner since 2019. Luke has earned professional experience in more than ten positions at different companies. Luke Palmer went to the University of Cincinnati College - Conservatory of Music and got education from 2009 to 2013. This person has such qualifications as Cfp ®, Accredited Asset Management Specialist, and College For Financial Planning. Dallas, Texas is the city, where this person was lastly known to be situated. This expert's email address and phone can be easily accessed through this website on demand.
Name variants:
Lucas Palmer,
Lukas Palmer,
Luke Palmer
Last updated Jun 04, 2024
Contact Information
Last Update
Jul 6, 2022
Email
lb**@gmail.com
Location
Dallas, TX
Company
Bisdorf Palmer
Workplace
Co-Owner, Wealth Planner
Work History
Kantor
Saginaw, MI
Managed and coordinated the activities of four staff members and five volunteer music directors. Personally directed and scheduled the rehearsals and performances of six choral groups and th...
Sep 1, 2005 — Nov 1, 2007
Associate Professor
University Park, PA
Instructor: Music Theory, World Music and Music Appreciation
Sep 1, 2002 — Sep 1, 2005
Ministry and Church Management Consultant
Provided business model and ministry consulting to area churches addressing principles of staff organization and partnership, implementation of constructive standard operating procedures, bu...
2003 — 2005
Apartment Manager
Managed two, 40-unit buildings, overseeing cleaning, maintenance of the physical assets, leasing, handling of emergency situations and overall climate and safety of community environment for...
1994 — 2004
Education
1988 — 1993
Occupations
Executive
Co-Owner
Planner
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Owner
Chief Executive
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Annuities
Education Savings
Equity Investments
Exchange Traded Funds
Individual Retirement Accounts
Investment Banking
Investor Education Programs
Mutual Funds
Portfolio and Retirement Plan Reviews
Defined Benefit Plans
Profit Sharing Plans
Sep Iras
Simple Iras
Estate and Trust Services
Financial Analysis
Retirement
Fixed Income Investments
Long Term Care Insurance
Long Term Disability Insurance
Life Insurance
Retirement Account Consolidation