Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Hogsett is a registered representative with Northwestern Mutual Investment Services, LLC. Lucas has been in the financial services industry since 2008. Lucas holds the Series 7, Series 24, Series 31, and Series 66 licenses and has been registered in Wisconsin since 2014. Lucas has worked for a variety of firms, including Russell Financial Services, Inc. and Morgan Stanley.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
WI
11/03/2014 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
02/22/2011 - 08/26/2014
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (MILWAUKEE WI)
WI
12/09/2008 - 03/02/2011
M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)
WI
07/04/2007 - 03/20/2008
MORGAN STANLEY & CO., INCORPORATED (WAUWATOSA WI)
BOTH
Issued 07/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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