Lucas Auger (CRD# 6733391) is an Investment Advisor Representative working at Berger Financial Group in Plymouth, MN and has over 6 years of experience in the finance industry. Lucas Auger 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.
CRD# 4898817
Raymond James & Associates, Inc.
CRD# 5002363
Lundeen Abrams Advisors, LLC
CRD# 6559296
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berger Financial Group, Inc. | Plymouth, MN | Aug 2019 - Current | 4 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2020 - Jul 2020 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2019 - Jul 2020 | < 1 |
| Nylife Securities LLC | Colchester, VT | Jun 2017 - Aug 2019 | 2 |
| New York Life Insurance Company | Colchester, VT | Dec 2016 - Aug 2019 | 2 |
| Red Square | Burlington, VT | Aug 2015 - Jan 2018 | 2 |
| Bluestone Life Insurance Co | Burlington, VT | Jun 2016 - Oct 2016 | < 1 |
| Life 180 | Burlington, VT | Jun 2015 - Jun 2016 | 1 |
| University Of Vermont | Burlington, VT | Sep 2012 - May 2016 | 3 |
| Geek Squad | Williston, VT | Sep 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2017 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- MN
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Total Assets Under Management1,661MILLIONS
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Total Number of Accounts7,117ACCOUNTS
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Average Account Value$233,392
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, OR, SC, SD, TN, TX, VA, VT, WA, WI
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