Lucas
Woehler
Mariner Wealth
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About this Advisor
Lucas Woehler is a financial advisor based in Cincinnati, Ohio, working with Mariner Wealth. Lucas has previously held positions at Prp Clean Car Wash, Uncle Woody'S Pub, Jacobs Engineering, Honda Of American Manufacturing, Meritor, Inc, Hdt Global, Fifth Third Bank, Randolph Co Inc, and Mariner. Lucas has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Lucas is part of Mariner Wealth, which operates out of Cincinnati, Ohio. The firm has 115 offices and 1,503 employees. Mariner Wealth manages assets totaling $98.6 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Wealth Brokerage Details
$98,603,233,201
1,503
155,767
$633,017
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Lucas Woehler Work History
Mariner
Randolph Co Inc
Fifth Third Bank
Fifth Third Bank
Meritor, Inc
Hdt Global
Jacobs Engineering
Honda Of American Manufacturing
Uncle Woody'S Pub
Prp Clean Car Wash
Disclosures
Please visit the SEC profile of Lucas Woehler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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