Lucas AmellCRD 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.
Robert W. Baird & Company Incorporated
Annex Wealth Management, LLC
Pgim Investments LLC
|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|
Total Assets Under Management49,002MILLIONS
Total Number of Accounts252,369ACCOUNTS
Average Account Value$194,169
- 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
- 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
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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