Luke L. Helsel
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LUKE A. HELSEL
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 Committee. Luke is also experienced with the Bloomberg Investment Service, Morningstar Workstation, eMoney Advisor, Zacks Investment Research services as well as a number of other investment research and financial planning tools.
Luke is a native of Johnstown, PA and resides in Moon Township, PA.
