Micheal
Lucas
Elevated Capital Advisors, LLC
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About this Advisor
Micheal Lucas is a financial advisor based in Phoenix, Arizona, working with Elevated Capital Advisors, LLC. Micheal has previously held positions at 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. Micheal has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Micheal is part of Elevated Capital Advisors, LLC, which operates out of Phoenix, Arizona. The firm has 10 employees and manages assets totaling $375.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include 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. The fee structure at Elevated Capital Advisors, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Elevated Capital Advisors, LLC Brokerage Details
$375,281,037
10
2,382
$157,549
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
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
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
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Draper, UT
Murrieta, CA
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Newnan, GA
Overland Park, KS
Draper, UT
Draper, UT
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