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Lucas Bell
7 Years of Experience
Cincinnati, OH
2 DisclosuresBroker
Lucas Bell is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Cincinnati, OH, with 7 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
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
425 Walnut St, Cincinnati, OH, 45202
Get directionsHistory
Regulatory History (2)
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Criminal
April 2015Final Disposition
Criminal
June 2014Final Disposition
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
May 2021 - February 2026 · 4 yrs 9 mos
U.S. Bancorp Investments, INC.Broker
May 2021 - February 2026 · 4 yrs 9 mos
J.P. Morgan Securities LLC
December 2019 - April 2021 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
December 2019 - April 2021 · 1 yr 4 mos
Fifth Third Securities, INC.
October 2018 - September 2019 · 11 mos
Fifth Third Securities, INC.Broker
March 2018 - September 2019 · 1 yr 6 mos
State Registrations2 states
KYOH
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.