Lucas Kraft
Lucas Kraft is a CFP-designated registered investment advisor at Harbour Investments, INC., based in Fitchburg, WI, with 18 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 22,917 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harbour Investments offers investment management through wrap-fee programs where fees are calculated as a percentage of the value of your portfolio, up to a maximum of 2.0%. The specific fee is negotiated with your advisor and subject to Harbour's approval. Fees may be waived for periods after a commission is generated. Accounts under $25,000 may have higher service fees. Harbour also offers a directly-managed held-away program where fees are assessed and billed quarterly.
Location
5400 King James Way, Suite 110, Fitchburg, WI, 53719
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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
Lucas operates under the DBA Wealth Distribution Strategies and is an independent insurance agent, potentially selling equity indexed annuities. He also serves in various volunteer and board positions, including for the Financial Planning Association of Wisconsin, Secure Futures, SJNLA Old Boys Alumni Association, St. Johns Northwestern Leadership Academies, and Dretzka Park Mens Club.
Employment History
Current Registrations
Harbour Investments, INC.Broker
Harbour Investments, INC.
Previous Registrations
Cion Securities, LLCBroker
Walton Securities, INC.Broker
State Registrations6 states
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