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Luke P

CFP®, Series 66

Fort Worth, TX

Commonwealth Financial Network

Luke Palmer is a CFP® with 17 years of industry experience, currently serving as an advisor at Commonwealth Financial Network. He previously worked at Edward Jones for 11 years and co-owned Bisdorf Palmer, LLC before launching Palmer Wealth Group. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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