Chad Lucas (CRD# 6350765) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Minooka, IL and has over 9 years of experience in the finance industry.
CRD# 5648094
Highpoint Planning Partners
CRD# 5569194
Amplify Investments LLC
CRD# 3025408
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Minooka, IL | May 2023 - Current | < 1 |
| State Farm Investment Management Corp | Streator, IL | May 2023 - Current | < 1 |
| State Farm Investment Management Corp | Ottawa, IL | May 2023 - Current | < 1 |
| Chad Lucas Insurance Agency | Minooka, IL | May 2022 - Current | 1 |
| State Farm Vp Management Corp | Minooka, IL | May 2022 - Current | 1 |
| Chad Lucas Insurance Agency | Ottawa, IL | Jul 2021 - Current | 2 |
| State Farm Vp Management Corp | Ottawa, IL | Jul 2021 - Current | 2 |
| State Farm Vp Management Corp | Streator, IL | Jan 2015 - Current | 9 |
| Chad Lucas Insurance Agency | Streator, IL | Jan 2015 - Current | 9 |
| State Farm Insurance | Ottawa, IL | Jun 2014 - Jan 2015 | < 1 |
| State Farm Vp Management Corp | Ottawa, IL | Jun 2014 - Jan 2015 | < 1 |
| Mike Lucas Insurance Agency | North Aurora, IL | Jan 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2014 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- IL
-
Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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