Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Brandt is an investment advisor representative who has been in the industry since 2023. Lucas is currently registered with Cetera Investment Advisers LLC and has previously worked with Securian Financial Services, Inc. Lucas has a Series 7TO, Series 66 and SIE license. Lucas has a history of working with corporations or other businesses, charitable organizations, high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities. Lucas has a history of providing financial planning, portfolio management for businesses, and portfolio management for individuals. Lucas is based in Overland Park, KS, and is actively registered in Kansas, Louisiana, and Missouri.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
KS
08/10/2023 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
KS
03/09/2023 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Overland Park KS)
BOTH
Issued 3/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/9/2023
Series 7TO - General Securities Representative Examination
BC
Issued 2/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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