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Lucas Wasylik

Northland Securities, Inc.

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About Lucas Wasylik

Lucas Wasylik is a registered representative with Northland Securities, Inc. Lucas has been in the securities industry since 2013. Lucas is licensed in Georgia, Illinois, Iowa, Kansas, Minnesota, Missouri, Nevada, New Jersey, New York, Tennessee, Texas, and Wisconsin. Lucas holds the Series 63, Series 66, Series 7, Series 52 and SIE licenses. Lucas has experience in the financial services industry, including working at AnchorBank, F.S.B. and Bankers Bank. Lucas specializes in providing financial planning, research services, and portfolio management for individuals.

Firm Information

Lucas Wasylik is currently registered with Northland Securities, Inc.. Northland Securities, Inc. is a Minneapolis, Minnesota-based corporation, formed in September 1995. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. It also offers research services. Northland Securities, Inc. manages over $236 million in regulatory assets for 826 total accounts.
Northland Securities, Inc.

150 SOUTH 5TH STREET

MINNEAPOLIS, MN 55402

$236.67M

Assets Under Management

117

Total Clients

86

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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research services

Research services

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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other

Negotiated

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Lucas Wasylik’s Registration & Firm History

WI

07/05/2017 - Present

Northland Securities, Inc. (MILWAUKEE WI)

WI

10/16/2013 - 01/28/2015

LPL FINANCIAL LLC (MADISON WI)

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Licenses & Designations

BC

Issued 07/17/2017

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 01/15/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2018

Series 7 - General Securities Representative Examination

BC

Issued 04/20/2015

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Lucas Wasylik.
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