Lucas
Wasylik
Northland Securities, Inc
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About this Advisor
Lucas Wasylik is a financial advisor operating in Milwaukee, Wisconsin, with a total of 6 years of relevant experience. Wasylik is an employee of Northland Securities, Inc. During their career, Wasylik has held roles at Anchorbank, F.S.B, Bankers Bank and Northland Securities, Inc. Wasylik maintains Series 66 and Series 63 licenses, qualifying them as a securities broker, and is registered to advise clients in Wisconsin. Northland Securities, Inc is a firm that has its headquarters in Minneapolis, MN. The firm has a total of 19 people on staff. It controls $203 million in assets under management between its 760 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 760 client accounts, 47% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees billed by Northland Securities, Inc can 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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Northland Securities, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$203,155,261
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
19
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760
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$267,310
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Lucas Wasylik Work History
Lucas has been registered as a financial advisor for 6 years.*
Northland Securities, Inc
Bankers Bank
Anchorbank, F.S.B
*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 Wasylik 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 Northland Asset Management
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Milwaukee, WI
Minneapolis, MN
Milwaukee, WI
Minneapolis, MN
Newport Beach, CA
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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