LW
CFP
LW
CFP
Lucas Widoff
13 Years of Experience
Springfield, OR
1 DisclosureBroker
Lucas Widoff is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Springfield, OR, with 13 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
400 International Way, Suite 110 1st Fl, Springfield, OR, 97477
Get directionsHistory
Regulatory History (1)
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Criminal
July 2004Final Disposition
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2025 - Present · 1 yr
Wells Fargo Advisors
May 2025 - Present · 1 yr
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
April 2017 - May 2025 · 8 yrs 1 mo
Wells Fargo Advisors
April 2017 - May 2025 · 8 yrs 1 mo
Morgan Stanley
July 2012 - May 2017 · 4 yrs 10 mos
Morgan StanleyBroker
June 2012 - May 2017 · 4 yrs 11 mos
State Registrations20 states
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AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.