Lucas Speltz (CRD# 4662338) is an Investment Advisor Representative working at Ashland Advisors Pllc in Van Meter, IA and has over 20 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Cross Blue Shield Of Minnesota | Eagan, MN | Apr 2020 - Current | 4 |
| Ashland Advisors Pllc | Van Meter, IA | Aug 2018 - Current | 5 |
| Wellmark Bcbs | Des Moines, IA | Aug 2011 - Apr 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2003 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- IA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Financial planning services
IA
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