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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Puetz is an Investment Advisor Representative at Fisher Investments. Lucas is registered with the state of California since 2008 and Texas since 2023. Lucas has passed the Series 65 exam, which qualifies Lucas to provide investment advice. Lucas has worked at Fisher Investments since September 2008, and is located in the SAN MATEO, CA office. Fisher Investments provides portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. They specialize in helping clients with a wide range of financial planning needs.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
09/20/2023 - Present
Fisher Investments (SAN MATEO CA)
IA
Issued 10/29/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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