Lucas Mitchell Wennersten

Current Employers

Employment History

• 02/2014 → 01/2019
  Transition Financial Advisors Group, Inc.
  Gilbert, AZ
• 01/2019 → 08/2024
  Cardinal Point Capital Management Inc.
  Vancouver, Bc
• 01/2019 → 11/2021
  Cardinal Point Wealth Management Llc
  Irvine, CA
• 11/2021 → 10/2022
  Cardinal Point Wealth Management Partners, Llc
  Irvine, CA
• 07/2024 → Present
  49Th Parallel Wealth Management
  Scottsdale, AZ
• 03/2026 → Present
  49Th Parallel Wealth Management Ulc
  Vancouver

Previous Registrations

• 2019-04-17 → 2024-08-14
  Cardinal Point Wealth Management
  San Tan Valley, AZ
  Toronto, On
  Phoenix, AZ
• 2021-11-01 → 2022-10-12
  Cardinal Point Wealth Management
  Phoenix, AZ
  Toronto, On
  Irvine, CA
• 2019-03-06 → 2021-11-01
  Cardinal Point Wealth Management, Llc
  San Tan Valley, AZ
  Irvine, CA
• 2014-09-03 → 2019-01-24
  Transition Financial Advisors Group, Llc
  Gilbert, AZ
• 2007-10-29 → 2008-06-30
  Osaic Fa, Inc.
  San Ramon, CA

Other Businesses

1.) 49th Parallel Wealth Management, LLC; Investment Related; Scottsdale, AZ; RIA; CCO/IAR, Start Date 07/2024; Approx. 96 hours/month with the majority of hours during securities trading hours; Provide investment advisory services 2.) 49th Parallel Wealth Management ULC; Investment Related; Vancouver, British Colombia, Canada; RIA; Owner/Primary Portfolio Manager, Start Date 03/2026 Approx. 64 hours/month with the majority of hours during securities trading hours; Provide investment advisory services to Canadian residents 3.) Lucas Wennersten is the author of Crossing the 49th Parallel: A Retirement Planning Guide for Moving Across the Canada-U.S. Border, a guide to the financial, tax, and legal considerations involved in retiring across the U.S.-Canada border. This accounts for a negligible amount of professional time or income.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-03
• S66 Uniform Combined State Law Examination
  2007-10-27

Designations