Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Dengler is a financial advisor with over 3 years of experience in the industry. Lucas Dengler is currently registered with Planmember Securities Corp. in Davenport, IA. Lucas Dengler has held previous roles at MWA Financial Services Inc. and Modern Woodmen of America. Lucas Dengler holds Series 63, 65, and SIE licenses, along with a Series 6TO license. Lucas Dengler specializes in providing financial planning, portfolio management, and investment supervisory services.
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.
Provides investment supervisory services
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.
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IA
11/26/2024 - Present
Planmember Securities Corp. (Davenport IA)
IA
02/06/2021 - 06/30/2023
MWA FINANCIAL SERVICES INC. (Davenport IA)
IA
Issued 02/10/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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