Lucas Hogsett
Lucas Hogsett is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Milwaukee, WI, with 17 years of industry experience. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
720 E Wisconsin Ave, Milwaukee, WI, 53202
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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 Activities
Lucas owns 1% of the profit and value of Philly's Premium Beverages, a liquor/beverages business, but devotes no time to it. He also teaches medical college students on medical billing and basic finance a couple of times per year, spending minimal time on this activity.
Employment History
Current Registrations
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Previous Registrations
Russell Financial Services, INC., Part of Russell InvestmentsBroker
Russell Investments
M&i Investment Management CORP.
M&i Financial Advisors, INCBroker
M&i Financial Advisors, INC.
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.