Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Baker is a financial advisor registered with Wells Fargo Investment Institute, Inc. Lucas has been in the industry since 2004 and has been with Wells Fargo since 2010. Lucas holds Series 7 and Series 63 securities licenses. Lucas also holds the designation of Chartered Financial Analyst. Lucas has a specialization in retirement planning, college savings, income planning and estate planning.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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MN
12/16/2021 - Present
Wells Fargo Investment Institute, Inc. (MINNEAPOLIS MN)
MN
03/04/2004 - 09/24/2008
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
BC
Issued 11/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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