LUCAS GROUP FINANCIAL ADVISORS, LLC of FREEPORT, IL is an SEC-registered investment adviser (CRD 326880). Regulatory assets under management: $337.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Jeffery Paul Wallem | CO-OWNER | DIRECTOR; PARTNER AND WEALTH ADVISOR | — |
| Lucas Arthur Beggin | PARTNER AND WEALTH ADVISOR | — |
| Andrew Lee Stewart | PARTNER AND WEALTH ADVISOR | — |
| Katherine Alicia Downing | WEALTH ADVISOR AND CHIEF COMPLIANCE OFFICER | — |
| Michael Edward Sullivan | CO-OWNER | CHIEF COMPLIANCE OFFICER | — |
| SULLIVAN HOWARD EDWARD | CO-OWNER | CHIEF COMPLIANCE OFFICER | — |
| WALLEM JEFFERY PAUL | CO-OWNER | DIRECTOR | — |
| City | State | Employees | Phone |
|---|---|---|---|
| ROCKFORD | IL | 4 | 815-964-9955 |
| ROCKFORD | IL | 4 | 815-964-9955 |
| — | — | 1 | 815-235-9610 |
| — | — | 1 | 815-235-9610 |