Lucas Rogers is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Elkhorn, NE, with 14 years of industry experience. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
711 N 205th St, Elkhorn, NE, 68022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lucas owns Greenhawks LLC, a lawn mowing business, since December 2023. He spends a few hours per week mowing lawns for neighbors.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
State Registrations27 states
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