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Lucas Kirk Wandell

Mattern Capital Management, LLC

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About Lucas Kirk Wandell

Lucas Wandell is a financial advisor registered with Mattern Capital Management, LLC. Lucas has been in the financial services industry since 2014. Lucas holds the Series 7, Series 66, and SIE licenses. Lucas has been providing financial advice and wealth management services to individuals, families, and businesses for over 9 years. Lucas specializes in financial planning, retirement planning, and investment management. Lucas is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals. Lucas is also a Certified Financial Planner and Chartered Financial Consultant.

Firm Information

Lucas Wandell is currently registered with Mattern Capital Management, LLC. Mattern Capital Management, LLC is a Lakewood, CO-based investment advisor with approximately $917,992,626 in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Mattern Capital Management primarily serves high-net-worth individuals, corporations, and other businesses.
Mattern Capital Management, LLC

165 S. UNION BLVD

LAKEWOOD, CO 80228

$917.99M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lucas Wandell’s Registration & Firm History

CO

07/12/2024 - Present

Mattern Capital Management, LLC (LAKEWOOD CO)

IL

12/26/2019 - 02/20/2024

TRIAD ADVISORS LLC (South Barrington IL)

IL

02/01/2016 - 12/10/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 07/02/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lucas Kirk Wandell.
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