Scott Lucas
Scott Lucas is a CFP-designated registered investment advisor at Creative Financial Designs, INC., based in Kokomo, IN, with 10 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 9,767 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Creative Financial Designs offers investment management services through various strategies, each with its own focus and minimum account size. These strategies include American Funds Focused, Best in Class, Biblical Faith Values (CFD4, Combination, Eventide Focused, Funds, Income, Inspire Focused, Tax-Wise, Timothy Focused), CFD4, Combination, Exchange Traded Funds, Five Tool, Fundamental Opportunities, Funds, Global, Income Strategy, Large Cap Growth, Large Cap Value, Progressive Trends, and Tax-Wise. Fees for these services are not detailed in this brochure.
Location
2704 S Goyer Rd, Kokomo, IN, 46902
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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
Scott is the owner/president of Lucas Wealth Management, LLC DBA Lucas Wealth and Insurance Planning, where he focuses on Medicare insurance consulting and sales, dedicating about half his time. He is also a Managing Partner and Wealth Advisor at Firm Foundations Financial Group, LLC, spending about a quarter of his time providing investment and financial advice to clients.
Employment History
Current Registrations
Creative Financial Designs, INC.
Previous Registrations
Beacon Wealth Consultants, INC.
Touchstone Capital, INC.
Commonwealth Financial NetworkBroker
State Registrations1 state
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