RL
Russell L. Luna
VIRTUE CAPITAL MANAGEMENT
DENVER, CO 80111
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CRD#: 1521036
RL
Professional summary
Russell Lee Luna, ChFC®, CLU®, who also goes by Russ Luna, is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Denver, Colorado.
Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Russell has worked at 10 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Russ Luna
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(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
CRS (Client Relationship Summary) - RIA
Click below to view Russell Lee Luna's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
July 30, 2019 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
Office #1: 7887 E Belleview Ave Suite 1100, Denver, CO 80111RIA
CRD#: 167816
DENVER, CO
Past
August 9, 2018 - March 5, 2019
COPPELL ADVISORY SOLUTIONS LLC
RIA
CRD#: 156549
Greenwood Village, CO
Past
April 27, 2016 - August 9, 2018
FIRST ADVISORS NATIONAL, LLC
RIA
CRD#: 166212
Lonetree, CO
Past
August 24, 2015 - January 6, 2016
CORECAP ADVISORS
RIA
CRD#: 158819
LONE TREE, CO
Past
April 15, 2014 - September 16, 2015
FIRST ADVISORS NATIONAL, LLC
RIA
CRD#: 166212
LONETREE, CO
Past
June 1, 2011 - June 17, 2011
PACKERLAND BROKERAGE SERVICES, INC.
BD
CRD#: 37031
PARKER, CO
Past
March 4, 2010 - January 5, 2011
CENTER STREET SECURITIES, INC.
BD
CRD#: 26898
PARKER, CO
Past
February 9, 2007 - March 4, 2010
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
GREENWOOD VILLAGE, CO
Past
March 24, 2004 - December 4, 2006
RMIN SECURITIES, INC.
BD
CRD#: 47274
CASTLE ROCK, CO
Past
February 10, 2004 - February 27, 2004
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Past
February 6, 2001 - December 11, 2003
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
LINCOLN, NE
Past
September 2, 1986 - March 5, 2001
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(7/30/2019)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6 Cadillac Dr. Suite 310, Brentwood, TN 37027
Mailing Address
Phone number
(615) 340-0801
Established
Firm type
Fiscal year end
# of Employees
110
SEC notice filing (43 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,111 |
| AUM (Assets Under Management) | $ 787,466,707 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
