Lucas Amell (CRD# 6656853) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wauwatosa, WI and has over 7 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Massmutual Life Insurance Co | Wauwatosa, WI | Aug 2021 - Current | 2 |
| Mml Investors Services, LLC | Wauwatosa, WI | Aug 2021 - Current | 2 |
| Securities America Advisors, Inc. | Brookfield, WI | Sep 2020 - Aug 2021 | < 1 |
| Securities America, Inc. | Brookfield, WI | Sep 2020 - Aug 2021 | < 1 |
| Securities Service Network | Brookfield, WI | Oct 2018 - Sep 2020 | 1 |
| Packerland Brokerage Services | Green Bay, WI | Oct 2016 - Oct 2018 | 2 |
| Soft Touch Carwash | Milwaukee, WI | Apr 2016 - Sep 2016 | < 1 |
| Carroll University | Waukesha, WI | Sep 2012 - Aug 2016 | 3 |
| Hni Risk Services | New Berlin, WI | Jul 2015 - Dec 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- WI
-
Total Assets Under Management72,828MILLIONS
-
Total Number of Accounts351,645ACCOUNTS
-
Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.