Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Anthony Veldhuis is an Investment Advisor Representative at The Mather Group, LLC, registered with the state of Texas. Lucas has been in the industry since June 2014 and has a Series 65 license. Lucas is a Certified Financial Planner and specializes in financial planning for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
A percentage of total net worth
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TX
02/09/2024 - Present
THE Mather Group, LLC (Houston TX)
IA
Issued 02/03/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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