Lukas McElhenie (CRD# 7193606) is an Investment Advisor Representative working at Mml Investors Services, LLC in Sun Prairie, WI and has over 3 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investor Services, LLC | Sun Prairie, WI | Apr 2021 - Current | 3 |
| Massmutual Life Insurance Company | Sun Prairie, WI | Mar 2021 - Current | 3 |
| Principal Life Insurance Company | Stevens Point, WI | Mar 2020 - Mar 2021 | 1 |
| Principal Securities Inc. | Stevens Point, WI | Mar 2020 - Mar 2021 | 1 |
| Full Time Education | Stevens Point, WI | Sep 2016 - Mar 2020 | 3 |
| Cuna Mutual Group | Madison, WI | Jun 2019 - Sep 2019 | < 1 |
| University Store And Rental | Stevens Point, WI | Sep 2018 - Jun 2019 | < 1 |
| Capitol Ice Arena | Middleton, WI | Jun 2014 - Sep 2018 | 4 |
| Unemployed | Stevens Point, WI | Jan 2010 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- TX
- WI
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Total Assets Under Management72,828MILLIONS
-
Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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