Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas Weis is a financial advisor with &Partners, a firm with over $1 billion in assets under management. Lucas is registered with the Securities and Exchange Commission and is licensed to provide financial advice in 13 states. Lucas has been a financial advisor since 2017 and specializes in providing portfolio management for individuals and businesses. Lucas also provides financial planning and educational seminars to clients. Lucas earned a Certified Financial Planner designation, and holds a Series 7 and Series 66 licenses. Lucas is committed to helping clients reach 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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
IL
09/13/2024 - Present
&partners (Lake Forest IL)
IL
05/11/2017 - 02/02/2023
WELLS FARGO CLEARING SERVICES, LLC (LAKE FOREST IL)
BOTH
Issued 09/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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