Joseph Lucas is a CFP-designated registered investment advisor, based in West Des Moines, IA, with 23 years of industry experience.
Location
5400 University Ave, West Des Moines, IA, 50266
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is involved in several outside business activities, including coaching/officiating for local schools, farming/ranching, and serving on a nominating committee. He also works as an investment adviser representative for FBL Wealth Management, receives referral fees from Farm Bureau Bank, sells insurance through Farm Bureau Life and Affiliates, is a sports official for Kuemper Catholic School System, and is a referral source for Boa Safra Ag.
Employment History
Current Registrations
Fbl Marketing Services, LLCBroker
Fbl Wealth Management, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
Fbl Marketing Services, LLCBroker
State Registrations7 states
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