UPSTREAM Investment Partners, LLC
Luke Russell has extensive experience in the financial services industry, currently serving as a Wealth Planner at UPSTREAM Investment Partners, LLC since February 2015, where personalized strategies and sound advice are provided to help clients achieve their financial goals. Prior to this role, Luke worked as a Financial Advisor at Edward Jones from November 2008 to February 2015 and held a position as a Sales Manager at Showcase Mitsubishi from August 2003 to November 2008. Luke's early career included a lengthy tenure at Pizza Dude from June 1994 to February 2020. Educational credentials include an Accredited Asset Management Specialist (AAMS®️) designation from the College for Financial Planning and an Accredited Investment Fiduciary (AIF®️) certification from Fi360. Luke graduated from Pinconning Area High School in 1996 with a General Studies diploma.
UPSTREAM Investment Partners, LLC
Upstream Investment Partners, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprietary situations. With all of the turmoil surrounding the financial services industry, it is even more important to be affiliated with an organization that is financially sound and provides an open investment platform, free from any conflicts of interest. Our select group of financial advisors make decisions in the best interest of their clients without corporate pressure. Upstream Investment Partners uses Sigma Financial Corporation, a member of FINRA and SIPC and a nine time winner of Broker/Dealer of the year, from Investment Advisor Fax Poll, as their Broker / Dealer. Sigma Financial will provide many services for Upstream IP, including back office support, due diligence and compliance oversight.