Lucas Amell, financial advisor Wauwatosa WI

Lucas Amell

CRD Number: 6656853
Current Firm: Mml Investors Services, LLC

Lucas Amell (CRD# 6656853) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wauwatosa, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Massmutual Life Insurance Co Wauwatosa, WI Aug 2021 - Current < 1
Mml Investors Services, LLC Wauwatosa, WI Aug 2021 - Current < 1
Securities America Advisors, Inc. Brookfield, WI Sep 2020 - Aug 2021 < 1
Securities America, Inc. Brookfield, WI Sep 2020 - Aug 2021 < 1
Securities Service Network Brookfield, WI Oct 2018 - Sep 2020 1
Packerland Brokerage Services Green Bay, WI Oct 2016 - Oct 2018 2
Soft Touch Carwash Milwaukee, WI Apr 2016 - Sep 2016 < 1
Carroll University Waukesha, WI Sep 2012 - Aug 2016 3
Hni Risk Services New Berlin, WI Jul 2015 - Dec 2015 < 1
Carroll University Waukesha, WI Oct 2012 - May 2013 < 1
Famous Footwear Oak Creek, WI Aug 2010 - Jun 2012 1
Oak Creek High School Oak Creek, WI May 2008 - May 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2016
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Lucas R. Amell
Phone Number: (413)737-8400
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    49,002
    MILLIONS
  • Total Number of Accounts
    252,369
    ACCOUNTS
  • Average Account Value
    $194,169
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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