LS
CFP
LS
CFP

Lucas Salerno

9 Years of Experience
Spencerville, IN
Broker

Lucas Salerno is a CFP-designated registered investment advisor, based in Spencerville, IN, with 9 years of industry experience.

Location

Spencerville, IN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Lucas is involved in several outside business activities. These include owning Flexeos, Inc., being Vice President of New Haven Football Boosters, owning Salerno Financial Planning LLC and Totchop LLC, serving as a YMCA advisory board member, and working as an administrative representative of a RIA, CIRA, taking about half of Lucas's time.

Employment History
Current Registrations
Cambridge Investment Research, INC.
January 2025 - Present · 1 yr 6 mos
Cambridge Investment Research Advisors, INC.
January 2025 - Present · 1 yr 6 mos
Cambridge Investment Research, INC.Broker
January 2025 - Present · 1 yr 6 mos
Previous Registrations
Osaic Fa, INC.
January 2017 - January 2025 · 8 yrs
Osaic Fa, INC.Broker
November 2016 - January 2025 · 8 yrs 2 mos
State Registrations9 states
AZCAINMIMONCNJOHPA
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.