Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucas? Claim Your ProfileLucas William Mansberger is a financial advisor based in Kalamazoo, MI. Lucas is a Certified Financial Planner and a Chartered Financial Analyst and has been in the industry for over 17 years. Lucas is currently registered with Breakwater Capital, LLC in Kalamazoo, MI. Breakwater Capital specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Lucas has previously worked at Greenleaf Trust and Pavilion Advisory Group.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
01/01/2025 - Present
Breakwater Capital (KALAMAZOO MI)
Active
Inactive
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