Luke A. Helsel, is an Assistant Wealth Advisor at Legend Financial Advisors, Inc.® (Legend). Luke graduated from Robert Morris University with a Bachelor of Science Degree in Applied Mathematics and a minor in Finance. Luke also earned a Master of Business Administration with a concentration in Business Analytics. As an Assistant Wealth Advisor, Luke’s primary responsibilities include performing investment research, implementing securities’ trades, analyzing client investment portfolios, creating performance reports and preparing financial planning analyses for clients and assisting in training and development of staff members. Luke is a member of the firm’s Finance Team and Investment Co


Luke L. Helsel
Assistant Wealth Advisor
Legend Financial Advisors Inc
United States, Pennsylvania
About Me
Profile Information
Assistant Wealth Advisor
Legend Financial Advisors Inc
Investment Team, Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Pennsylvania
United States
Feb 23, 2025
Work Experience
Legend Financial Advisors Inc
Assistant Wealth Advisor
Email: legend@legend-financial.com
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