Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Kalin is a registered investment advisor representative with Impact Partnership Wealth, LLC and is licensed in Florida. Lucas is a highly skilled financial professional with expertise in a variety of areas, including financial planning, portfolio management, and educational seminars. Lucas has held previous roles at Wadadli Financial Group and Michael A. Smith's Martial Arts Studio. Lucas is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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GA
12/12/2024 - Present
Impact Partnership Wealth, LLC (MARIETTA GA)
Active
Inactive
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