Inactive

Renee Elizabeth Lucas

Ameriprise Financial Services, LLC

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Current Employers

Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2023-04-06

WI RA
APPROVED

Since 2023-04-06

Branch Locations

1110 Fourier Dr Ste 110, Madison, WI 53717-1963 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Virtue Capital Management, Llc	Nashville	TN	06/2015	04/2021
Summit Capital Solutions Llc	Nashville	TN	09/2016	09/2019
Ameriprise Financial Services, Llc	Madison	WI	03/2023	Present
First Weber, Inc	Middleton	WI	04/2021	02/2023

06/2015 → 04/2021

Virtue Capital Management, Llc

Nashville, TN
09/2016 → 09/2019

Summit Capital Solutions Llc

Nashville, TN
03/2023 → Present

Ameriprise Financial Services, Llc

Madison, WI
04/2021 → 02/2023

First Weber, Inc

Middleton, WI

Previous Registrations

2015-09-01 → 2021-04-07

Virtue Capital Management, Llc

Brentwood, TN
2017-01-10 → 2019-10-01

Summit Capital Solutions Llc

Brentwood, TN
2016-10-04 → 2016-12-31

Summit Capital Solutions Llc

Brentwood, TN
2013-07-12 → 2015-05-29

Strategiq Financial Group, Llc

Merrillville, IN
2012-05-07 → 2013-07-09

Rivernorth Capital Management, Llc

Chicago, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-05-04

S65 Uniform Investment Adviser Law Examination

2012-05-04

View on SEC IAPD

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Other Investors

KRISTY LYNN REED

SEAN STEPHEN WAYNE

TRAVIS RICHARD HEISER

MICHAEL DONALD GANT

ORSAN M KHARBUSH

Christopher Spaith

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI

LPL ENTERPRISE, LLC · MADISON, WI

CLF ASSET MANAGEMENT, INC. · MADISON, WI

EAGLE STRATEGIES LLC · MADISON, WI

VALMARK ADVISERS, INC. · Madison, WI

GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

ASSOCIATED INVESTMENT SERVICES, INC. · MADISON, WI

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