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Financial Planning
Who We Are
News & Updates
Careers
Contact Us
Customer Relationship Summary Form
Licensing

Lumen Wealth Advisors

Keven P. Prather, CFBS

David Freno, CFP®, CEPA®

Contact Lumen Wealth Advisors

MDRT Top of the Table Qualification Achieved

Financial Planner Charles “Coop” Cooper, CLU®, LUTCF®, a member of the Million Dollar Round Table (MDRT), recently became a Top of the Table qualifier. As an international membership association of financial professionals founded in the US, the MDRT recognizes the Top of the Table qualification as a mark of excellence reserved for some of the…

Rowing for a Cause: Chris Heerdegen’s Commitment to Alzheimer’s Awareness

Skylight Financial Planner Chris Heerdegen is once again setting out to make waves in the fight against Alzheimer’s Disease with his 6th annual Rowing to Remember fundraiser. This inspiring event, scheduled for Friday, June 21st at Forest View Lanes Recreation Bar & Grill, will see Chris rowing from 6 am to 10 pm, aiming to…

MDRT Court of the Table Qualification Achieved

Financial Planner Charles “Coop” Cooper, CLU®, LUTCF®, a member of the Million Dollar Round Table (MDRT), recently became a Court of the Table qualifier. As an international membership association of financial professionals founded in the US, the MDRT recognizes the Court of the Table qualification as a mark of excellence reserved for some of the…

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Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.

Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. OSJ: 1956 Carter Road, Suite 200, Cleveland, OH 44113. 216.621.5680.

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