Lucas
Wandell
Triad Hybrid Solutions, LLC
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About this Advisor
Lucas Wandell is a financial advisor based in Barrington, Illinois with 4 years of relevant experience. Wandell is an employee of Triad Hybrid Solutions, LLC. Over the course of their career, Wandell has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Fox Valley Fire & Safety, Jp Morgan Chase & Co, Capsim, Bank Of America, N.A, Triad Advisors and Triad Hybrid Solutions. Wandell holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Illinois. Triad Hybrid Solutions, LLC is an advisory company headquartered in Peachtree Corners, GA. The company has offices in 56 locations and a total of 1,748 financial advisors. It has $5 billion in assets under management between its 20,694 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 25 charities and foundations. Of its 20,694 accounts, just 7% belong to high-net-worth clients who have at least $1 million in assets. The company offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on the type of services. However, fee types charged by Triad Hybrid Solutions, LLC may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Triad Hybrid Solutions, LLC Brokerage Details
$4,629,147,942
1,748
20,694
$223,695
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
- Educational seminars/workshops
Lucas Wandell Work History
Lucas has been registered as a financial advisor for 4 years.*
Triad Advisors
Triad Hybrid Solutions
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Capsim
Jp Morgan Chase & Co
Fox Valley Fire & Safety
*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 Lucas Wandell 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 Triad Hybrid Solutions, LLC
Peachtree Corners, GA
Lemoyne, PA
Lemoyne, PA
New York, NY
Lemoyne, PA
Peachtree Corners, GA
Appleton, WI
Lemoyne, PA
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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