Lucas Traxler, financial advisor Bloomington MN
90 score

Lucas Traxler

CRD Number: 6278250
Current Firm: Jnba Financial Advisors Inc.

Lucas Traxler (CRD# 6278250) is an Investment Advisor Representative working at Jnba Financial Advisors Inc. in Bloomington, MN and has 1 year of experience in the finance industry. Lucas Traxler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Jnba Financial Advisors Inc. Bloomington, MN May 2013 - Current 3
University Of Minnesota, Duluth Duluth, MN Aug 2009 - Jun 2013 3
Jnba Financial Advisors Inc. Bloomington, MN Jun 2012 - May 2013 < 1
University Of Minnesota, Duluth Duluth, MN Jun 2011 - Jun 2012 1
Le Center Schools Le Center, MN Sep 2000 - May 2009 8

Lucas Traxler has no recent exams reported.
Contact Info for Lucas J. Traxler
Phone Number: 952-844-0995
Firm Website:
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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