Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Jon Peterson is a financial advisor with Carlson Capital Management, LLC. Lucas has been working in the financial industry for over 15 years. Lucas specializes in providing financial planning, portfolio management, and other financial services to individuals and businesses. Lucas holds the Series 65, Series 7TO and SIE licenses. Lucas is currently registered in Minnesota. Lucas is dedicated to providing his clients with the highest level of service and expertise.
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.
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
MN
04/18/2024 - Present
Carlson Capital Management, LLC (NORTHFIELD MN)
TX
10/30/2023 - 03/06/2024
HAND SECURITIES, INC (HOUSTON TX)
IA
Issued 02/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Lucas Peterson is the right advisor for you? Invested Better is here to help.
