Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Koffler is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Lucas has been in the industry since November 2003. Lucas has a Series 66, Series 7, Series 9, Series 10, and Series 31 license. Lucas is registered to provide investment advisory services in 37 states, including Ohio, Texas and more. Lucas also provides services to insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Lucas is a trustee for a family trust and is also the 100% owner of Koffler Custom Woodworks.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
05/14/2021 - Present
Wells Fargo Advisors Financial Network, LLC (COLUMBUS OH)
OH
01/01/2008 - 05/14/2021
WELLS FARGO CLEARING SERVICES, LLC (DUBLIN OH)
OH
11/13/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (COLUMBUS OH)
BOTH
Issued 11/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/27/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 11/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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