Micheal
Lucas
Elevated Capital Advisors, LLC
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About this Advisor
Micheal Lucas is a financial advisor operating out of Phoenix, Arizona. Lucas is an advisor for Elevated Capital Advisors, LLC. Over the course of their career, Lucas has held roles at Nylife Securities LLC, New York Life Insurance Co, Massmutual Life Insurance Company, Mml Investors Services LLC, Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services, Gradient Advisors LLC, Lucas Retirement Group and Elevated Capital Advisors, LLC. Lucas maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Arizona. Elevated Capital Advisors, LLC is a registered investment business based in Sandy, UT. It handles $312 million in total assets between its 2,139 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 2,139 client accounts, just 7% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice usually depend on the services offered. However, fee types billed by Elevated Capital Advisors, LLC can be comprised of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Elevated Capital Advisors, LLC Brokerage Details
$311,943,709
8
2,139
$145,836
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Micheal Lucas Work History
Micheal has been registered as a financial advisor for 0 years.*
Elevated Capital Advisors, LLC
Lucas Retirement Group
Gradient Advisors LLC
Mutual Of Omaha Insurance Company
Mutual Of Omaha Investor Services
Mml Investors Services LLC
Massmutual Life Insurance Company
Nylife Securities LLC
New York Life Insurance Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Micheal Lucas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Elevated Capital Advisors, LLC
Overland Park, KS
Sandy, UT
Salineno, TX
Sandy, UT
Newnan, GA
Murrieta, CA
Sandy, UT
Sandy, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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