Lucas
Baker
Marsjewett Financial Group
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About this Advisor
Lucas Baker is a financial advisor working in Bellevue, Washington with 1 year of industry experience. Baker is currently employed by Marsjewett Financial Group. Their career trajectory has included roles at Doug'S Boats & Outdoor, Glendale Country Club, Via Tribunali, Pott'S Painting, Freestone Capital Management, Brighton Jones and Marsjewett Financial Group. Baker maintains a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Washington. Marsjewett Financial Group is a business that has its headquarters in Bellevue, WA. It administers $531 million in total assets between its 1,751 customer accounts, making it one of the larger firms in the United States by assets under management. Of its 1,751 accounts, 31% are associated with high-net-worth investors who have greater than $1 million in assets. Marsjewett Financial Group offers a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees usually depend on the type of services. However, fees charged by Marsjewett Financial Group most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Marsjewett Financial Group Brokerage Details
$530,721,331
13
1,751
$303,096
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lucas Baker Work History
Lucas has been registered as a financial advisor for 1 years.*
Marsjewett Financial Group
Brighton Jones
Freestone Capital Management
Pott'S Painting
Via Tribunali
Glendale Country Club
Doug'S Boats & Outdoor
*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 Baker 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 Marsjewett Financial Group
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
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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