Lucas Speltz is a registered investment advisor at Ashland Advisors PLLC, based in Van Meter, IA, with 2 years of industry experience. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
IM Fee
Fee Structure
Ashland Advisors charges $250 per hour for financial planning services. The firm may waive or discount fees.
Location
Van Meter, IA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lucas is a CPA-Accountant at Ashland Advisors PLLC, dedicating about 10% of his time to accounting and tax preparation. He also works as Director Provider Relations Finance at Blue Cross Blue Shield of Minnesota, taking up nearly full-time hours, and is CFO for both 3 Arrows Roasting LLC and Juneberry Cafe, spending minimal time on each.
Employment History
Current Registrations
Ashland Advisors PLLC
State Registrations1 state
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