Lucas Leroy Kraft

Current Employers

Employment History

• 01/2015 → 01/2023
  Cion Securities, Llc
  New York, NY
• 02/2023 → Present
  Wealth Distribution Strategies
  Verona, WI
• 02/2023 → Present
  Harbour Investments, Inc
  Madison, WI

Other Businesses

1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Wealth Distribution Strategies - DBA 3)Financial Planning Association of Wisconsin | 1702 Ashlawn Lane, Waunakee, WI 53597 | Chairman | Description: Preside over meetings and planning for the association | Beginning 1/2020 | 2 hours per month, 0 during trading hours | Unpaid | Investment related 4)Secure Futures | 710 N. Plankinton Ave, Suite 1400, Milwaukee, WI 53203 | Classroom coach | Description: Teach financial literacy to teens | Beginning 3/2019 | 2 hours per month, 0 during trading hours | Unpaid | Investment related 5)St John's Northwestern Leadership Academy Foundation | 1101 N Genesee St, Delafield, WI 53018 | Director/ Vice Chair | I oversee how the funds from the foundation are invested and how those funds are to be used to support the academy | Beginning 1/2024 | 1 hour per month, 0 during trading hours | Unpaid | Not investment related 6)Dretzka Park Men's Club | 12020 W Bradley Road, Milwaukee, WI 53224 | Treasurer | Description: Collect dues and manage expenses | Beginning 1/2025 | 2 hours per month, 0 during trading hours | Unpaid | Not investment related

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-01-31

Designations

Other Names

• Luke Kraft