Todd
Lukasik
Msh Capital Advisors LLC
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About this Advisor
Todd Lukasik is a chartered financial analyst working in Scottsdale, Arizona with 3 years of relevant experience. Lukasik works at Msh Capital Advisors LLC. Over the course of their career, they have held roles at Msh Capital Advisors LLC, Umb Financial and Morningstar Inc. Lukasik has a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Arizona and Colorado. Msh Capital Advisors LLC is an advisory company that has its headquarters in Scottsdale, AZ. The company has a total of 26 people on staff. It administers $849 million in assets under management among its 1,730 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm serves nine charitable organizations. Of its 1,730 client accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Msh Capital Advisors LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically vary depending on which service is offered. However, fees charged by Msh Capital Advisors LLC may include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Msh Capital Advisors LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$849,171,465
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
26
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,730
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$490,851
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Todd Lukasik Work History
Todd has been registered as a financial advisor for 3 years.*
Msh Capital Advisors LLC
Umb Financial
Morningstar Inc
*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 Todd Lukasik 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 Msh Capital Advisors LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
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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