Lucas Peterson is a registered investment advisor, based in Altoona, IA, with 4 years of industry experience.
Location
116 1st Ave. N, Ste. E, Altoona, IA, 50009
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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
Lucas is an independent insurance agent for various agencies since 2019, dedicating about half of his time to this, and is also an IAR under the DBA Luke Peterson Financial since 2024, dedicating full-time hours. He also owns LSP Vending LLC and is an advisory rep of a RIA called CIRA.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Brokers Financial
Brokers International Financial Services, LLC.Broker
State Registrations3 states
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.