Lucas Albert Fender

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 11/2024
  Edward Jones
  St Louis, MO
• 11/2024 → Present
  Lpl Financial Llc
  Kansas City, MO

Previous Registrations

• 2015-07-24 → 2024-11-13
  Edward Jones
  Overland Park, KS
  Olathe, KS
  St Louis, MO
  Olathe, KS

Other Businesses

1- 11/11/2024 / Wealth KC / DBA for LPL Business (entity for LPL business) / INV RLTD /Kansas City, MO/ START 01/15/2024 /20 HRS MNTH. 2- 02/25/2025 - LFFP WEALTH LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 02/28/2025 - 1 hour per month/ 0 hours during trading 3) 09/12/2025 - Proper Planning & Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:09/17/2025 - 160 Hrs/Mth - 160 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2015-05-30

Other Names

• Lucas Fender
• Lucas Albert Fender