Level Up Financial Planning, LLC

Level Up Financial Planning, LLC (CRD# 289967) is a financial advisory firm headquartered in , . They manage $2,550,000 in 48 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://twitter.com/lukecfplevelup
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $53,125
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Level Up Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lucas Casarez, financial advisor Timnath CO
Lucas A. Casarez
CRD#: 6432202
Timnath, CO

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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