Lukas Barthel
Lukas Barthel is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Milwaukee, WI, with 2 years of industry experience. Lukas 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
Firm Size
IM Fee
Assets Under Management
Location
1433 North Water Street, Suite 400/500, Milwaukee, WI, 53202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lukas works as a financial advisor for North Star Resource Group, focusing on soliciting and servicing financial products and advisory services. This activity takes Lukas full-time hours, including during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.Broker
State Registrations3 states
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