Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lukas? Claim Your ProfileLukas Barthel is a financial advisor registered with Cetera Investment Advisers LLC and Cetera Advisor Networks LLC. Lukas is a registered representative of Cetera Investment Advisers LLC. Lukas has been in the industry for 1 year and has a current registration as a Registered Representative with Cetera Investment Advisers LLC in Wisconsin. Prior to Cetera Investment Advisers LLC, Lukas was registered with SECURIAN FINANCIAL SERVICES, INC. in Wisconsin. Lukas holds a Series 66, Series 7TO and SIE license and has been registered in Wisconsin, Maryland and Illinois. Lukas's office is located in Milwaukee, Wisconsin.
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.
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.
A percentage of the total value of assets under management is charged.
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2
WI
09/18/2023 - Present
Cetera Investment Advisers LLC (Milwaukee WI)
WI
08/08/2023 - 09/08/2023
SECURIAN FINANCIAL SERVICES, INC. (Milwaukee WI)
BOTH
Issued 09/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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