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Brady Lucyk
6 Years of Experience
Fort Wayne, IN
1 DisclosureBrokerSells Insurance
Brady Lucyk is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Wayne, IN, with 6 years of industry experience. Brady operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
10355 Dawson'S Creek Blvd Ste D, Fort Wayne, IN, 46825
Get directionsHistory
Regulatory History (1)
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Financial
August 2022Final
Other Business ActivitiesSells Insurance
Brady works as a fixed insurance consultant for Jackson Brokerage through JBC Companies. The filing does not specify the amount of time Brady spends on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2023 - Present · 2 yrs 8 mos
Cetera Investment Services LLCBroker
May 2023 - Present · 3 yrs
Previous Registrations
MML Investors Services, LLCBroker
June 2022 - May 2023 · 11 mos
Bankers Life Securities, INC.Broker
October 2021 - April 2022 · 6 mos
Lincoln Financial Distributors, INC.Broker
July 2018 - July 2020 · 2 yrs
State Registrations8 states
FLGAILINNCOHTXWI
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.