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Timothy L

Series 63, Series 65

Fishers, IN

Brightstone Advisors Llp

Timothy Luker is a financial advisor at Brightstone Advisors LLP with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously been affiliated with Primerica Financial Services and Primerica Advisors. Outside of his financial career, he is the managing member and owner of Lapel's Ice Cream Plus, LLC. Brightstone Advisors serves individual and high-net-worth clients, offering portfolio management, family office services, and financial planning. The firm employs a long-term, diversified investment approach and integrates tax services through an affiliated registered public accounting practice.

General retirement planning Tax-loss harvesting Income planning General tax planning Wealth management Founder/Business Owner Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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