Russell Lee Luna

Current Employers

Employment History

• 01/2005 → 06/2017
  Crescent Financial
  Parker, CO
• 08/2018 → 03/2019
  Fusion Capital Management
  Dallas, TX
• 07/2019 → Present
  Virtue Capital Management, Llc
  Brentwood, TN
• 08/2018 → Present
  Luna Wealth Management
  Greenwood Village, CO
• 07/2014 → 06/2017
  Luna Financial Advisors
  Greenwood Village, CO
• 04/2016 → 08/2018
  First Advisors National, Llc
  Lonetree, CO

Previous Registrations

• 2018-08-09 → 2019-03-05
  Coppell Advisory Solutions Llc
  Greenwood Village, CO
• 2016-04-27 → 2018-08-09
  First Advisors National, Llc
  Lonetree, CO
• 2015-08-24 → 2016-01-06
  Corecap Advisors
  Lone Tree, CO
  Southfield, MI
• 2014-04-15 → 2015-09-16
  First Advisors National, Llc
  Lonetree, CO

Other Businesses

(1) LUNA WEALTH MANAGEMENT, LLC , Title: OWNER, Description: LIFE, FIXED & INDEXED ANNUITIES, LTC. APPT WITH VARIOUS COMPANIES. , Start Date: 08-01-2018, Address: 7887 E BELLEVIEW AVE SUITE 1100 GREENWOOD VILLAGE, CO 80111 , Investment-related? NO, Hours per month: 120, During trading hours: 120 (2) THE COLORADO BAR ASSOCIATION - , Title: MEMBER, Description:  ATTEND MONTHLY MEETINGS/ ANNUAL CONFERENCES, Start Date: 07-02-1905, Address: COLORADO, Investment-related? NO, Hours per month: 1-2HRS, During trading hours: 1-2HRS (3) NATIONAL ASSOCIATION OF ESTATE PLANNERS AND COUNCILS, , Title:  MEMBER/ BOARD MEMBER, Description:  ATTEND MONTHLY MEETINGS/ NATIONAL CONFERENCE, Start Date: 07-04-1905, Address:  COLORADO, Investment-related? NO, Hours per month: 1-2HRS, During trading hours: 1-2HRS (4) DENVER ESTATE PLANNING COUNCIL, , Title:  MEMBER, Description:  ATTEND MONTHLY EDUCATION MEETINGS, Start Date: 07-10-1905, Address: DENVER, CO, Investment-related? NO, Hours per month:  1-2HRS, During trading hours: 1-2HRS (5) ESTATE PLANNING COUNCIL OF SOUTHEAST DENVER, , Title:  MEMBER, Description:  ATTEND MONTHLY MEETINGS/ NATIONAL CONFERENCE, Start Date: 06-24-1905, Address: SOUTHEAST DENVER, Investment-related? NO, Hours per month: 1-2HRS, During trading hours:  1-2HRS (6) THE CORPORATION FOR LONG TERM CARE, COLORADO PLANNED GIVING ROUNDTABLE. , Title:  CLTC DESIGNATION, Description: OBTAIN AND MAINTAIN CLTC DESIGNATION, Start Date: 06-24-1905, Address: COLORADO, Investment-related? NO, Hours per month: 1-2HRS, During trading hours: 1-2HRS (7) COLORADO PLANNED GIVING ROUNDTABLE., Title: MEMBER, Description: ATTEND MONTHLY MEETINGS, Start Date: 07-10-1905, Address: COLORADO, Investment-related? NO, Hours per month: 1, During trading hours: 1 (8) NATIONAL ADVISOR NETWORK, AMERICAN CANCER SOCIETY, Title:  ADVISOR, Description:  NETWORK OF ADVISORS/ TAKE ON REFERRALS IF NEEDED, Start Date: 07-10-1905, Address:  COLORADO, Investment-related?  NO, Hours per month: 0, During trading hours: 0 (9) AMERICAN CANCER SOCIETY NATIONWIDE GIFT PLANNING ADVISOR COUNCIL (NGPAC), , Title:  BOARD MEMBER, Description:  ATTEND MONTHLY MEETINGS/ NETWORK WITH DIRECTORS OF PLAN GIVING/ TAKE ON REFERRALS IF NEEDED, Start Date: 07-10-1905, Address:  COLORADO, Investment-related? NO, Hours per month: 1, During trading hours: 1 (10) INSTITUTE FOR DIVORCE FINANCIAL ANALYSTS , Title: FORMER CHAIR, Description:  ISSUES DESIGNATION, Start Date: 07-06-1905, Address:  COLORADO, Investment-related? NO, Hours per month: 0, During trading hours: 0 (11)  THE AMERICAN CANCER SOCIETY, , Title: FORMER BOARD MEMBER, Description:  MONTHLY MEETINGS/FUNDRAISING, Start Date: 07-11-1905, Address: COLORADO, Investment-related? NO, Hours per month:  1-2HRS, During trading hours:  1-2HRS (12) COLORADO ALZHEIMER'S ASSOCIATION., Title: FORMER BOARD MEMBER, Description:  MONTHLY MEETINGS, Start Date: 07-13-1905, Address:  COLORADO, Investment-related?  NO, Hours per month: 0-1, During trading hours: 0-1 (13) DENTAL IMPACT, Title: SALES, Description: MARKETING TO DENTISTS, Start Date: 4-24-2022, Address: 21 S. PUBLIC SQUARE, MURFREESBORO TN 37130, Investment-related?  NO, Hours per month: 1, During trading hours: 1 (14) NBC, Title: Golf Course Marshall, Description: working with media at professional golf tournaments, Start date: 1-29-2025, Address: 1 Blachley Rd Stamford, CT 06902, Investment-related? No, Hours per month: 16, During trading hours: 4

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-11-13

Designations

Other Names

• Russ Luna