Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Lucas Ellis, financial advisor Lincoln NE
93 score

Lucas Ellis

CRD Number: 5362417
Current Firm: Armourwealth Management, LLC

Lucas Ellis (CRD# 5362417) is an Investment Advisor Representative working at Armourwealth Management, LLC in Lincoln, NE and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Armourwealth Management, LLC Lincoln, NE Oct 2014 - Current 2
Rafferty Capital Markets, LLC Garden City, NY Oct 2012 - Current 4
Mercer Advisors Chicago, IL Jun 2012 - Jun 2012 < 1
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Good Harbor Financial Chicago, IL Oct 2010 - Mar 2012 1
Td Ameritrade Omaha, NE Oct 2007 - Oct 2010 3
Nylife Securities LLC Omaha, NE Jul 2007 - Sep 2007 < 1
New York Life Insurance Company Omaha, NE Jun 2007 - Sep 2007 < 1
Unemployed Blair, NE Apr 2007 - Jun 2007 < 1
Aflac Omaha, NE Feb 2007 - Apr 2007 < 1
Detailed Landscape Ft. Collins, CO Mar 2006 - Jan 2007 < 1
Co State University Ft. Collins, CO Aug 2004 - Jan 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Lucas A. Ellis
Phone Number: 402-609-7567
Firm Website:
Registered State(s):
  • NE
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)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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