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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 Hemling is an investment advisor representative with Morgan Stanley. Lucas has been in the financial services industry since 2017. Lucas currently holds licenses in Florida, Minnesota and Texas. Lucas previously worked at COMMONWEALTH FINANCIAL NETWORK and THRIVENT INVESTMENT MANAGEMENT INC. Lucas specializes in a wide range of services including financial planning, pension consulting, educational seminars, and portfolio management. Lucas holds a Series 6, 7, 63 and 66 license, and the SIE exam. Lucas's professional experience provides him with a strong foundation to help clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MN
11/29/2022 - Present
Morgan Stanley (Wayzata MN)
MN
09/01/2021 - 09/30/2022
COMMONWEALTH FINANCIAL NETWORK (Bloomington MN)
MN
08/28/2017 - 09/03/2021
THRIVENT INVESTMENT MANAGEMENT INC. (New Brighton MN)
BOTH
Issued 10/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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