Lucas Ganatta (CRD# 6556303) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Aurora, CO and has over 6 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Lone Tree, CO | Feb 2017 - Current | 7 |
| Unemployed | Fort Collins, CO | Sep 2016 - Feb 2017 | < 1 |
| Chapel & Collins LLC | Fort Collins, CO | Sep 2015 - Sep 2016 | 1 |
| Colorado State University | Fort Collins, CO | Aug 2015 - Sep 2015 | < 1 |
| Grand River Mosquito Control District | Grand Junction, CO | May 2011 - Aug 2015 | 4 |
| Dunn Elementary Ib World School | Fort Collins, CO | Sep 2014 - May 2015 | < 1 |
| Inter-library Loan Office At Morgan Library | Fort Collins, CO | Feb 2013 - May 2015 | 2 |
| Stars Summer Camp; Grand Junction Parks And Rec | Grand Junction, CO | Jun 2014 - Aug 2014 | < 1 |
| Dunn Elementary Ib World School | Fort Collins, CO | Oct 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
| S63 | Uniform Securities State Law Examination | Jun 2017 |
- CO
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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