Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Baschnagel is a financial advisor with Northwestern Mutual Investment Services, LLC. Lucas has been working in the financial services industry since December 2010 and has a Series 6, 7, 63, and 65 license. Lucas has been registered with the state of Illinois as an investment advisor representative since July 2011. Lucas has a branch office in Lake Forest, Illinois.
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
IL
07/01/2011 - Present
Northwestern Mutual Investment Services, LLC (Lake Forest IL)
IA
Issued 06/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/21/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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