Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Wendt is a financial advisor registered in Wisconsin with Harbour Investments, Inc. Lucas has been in the financial services industry since 2012 and has a range of licenses and experience to support clients' financial goals. Lucas's primary affiliation is with Harbour Investments, Inc. located in Verona, WI.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
09/27/2021 - Present
Harbour Investments, Inc. (Verona WI)
WI
04/12/2012 - 09/07/2021
TRANSAMERICA FINANCIAL ADVISORS, INC (MADISON WI)
BC
Issued 02/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lucas Wendt is the right advisor for you? Invested Better is here to help.
