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Lucas Brandt

3 Years of Experience
Overland Park, KS
BrokerSells Insurance

Lucas Brandt is a registered investment advisor, based in Overland Park, KS, with 3 years of industry experience.

Location

7500 College Blvd, Ste 350, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Lucas is an insurance agent/broker for RF Brokerage, selling group insurance since February 2023. He also works as an insurance agent/broker for Co-Op Insurance Agency, selling fixed insurance products in FL, FA, DI, and LTC, also since February 2023; both activities require minimal time.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
April 2023 - August 2023 · 4 mos
Securian Financial Services, INC.Broker
March 2023 - August 2023 · 5 mos
State Registrations6 states
COKSKYLAMOVA
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.