Lucas Casarez (CRD# 6432202) is an Investment Advisor Representative working at Level Up Financial Planning, LLC in Timnath, CO and has over 8 years of experience in the finance industry. Lucas Casarez 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# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Power Up Tax Planning Services, LLC | Timnath, CO | Nov 2019 - Current | 4 |
| Level Up Financial Planning, LLC | Timnath, CO | Aug 2017 - Current | 6 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2017 - Aug 2017 | < 1 |
| Cwm, LLC | Loveland, CO | May 2016 - Aug 2017 | 1 |
| Keystone Financial Services | Loveland, CO | Jan 2015 - Aug 2017 | 2 |
| Lpl Financial, LLC | Loveland, CO | May 2015 - Jan 2017 | 1 |
| Western Wealth Management, LLC | Loveland, CO | Dec 2015 - May 2016 | < 1 |
| New Frontier Financial | Denver, CO | Apr 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- CA
- CO
- TX
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts48ACCOUNTS
-
Average Account Value$53,125
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, TX
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