Lucas Robert Amell

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2016 → 09/2016
  Soft Touch Carwash
  Milwaukee, WI
• 10/2016 → 10/2018
  Packerland Brokerage Services
  Green Bay, WI
• 10/2018 → 09/2020
  Securities Service Network
  Brookfield, WI
• 09/2020 → 08/2021
  Securities America Advisors, Inc.
  Brookfield, WI
• 09/2020 → 08/2021
  Securities America, Inc.
  Brookfield, WI
• 08/2021 → Present
  Massmutual Life Insurance Co
  Denver, CO
• 08/2021 → Present
  Mml Investors Services, Llc
  Denver, CO

Previous Registrations

• 2020-09-18 → 2021-08-26
  Securities America Advisors, Inc.
  Brookfield, WI
• 2018-11-05 → 2020-09-18
  Ssn Advisory, Inc.
  Brookefield, WI

Other Businesses

(1) Name: Lucas Amell - Financial Planner (Athene) Inv rel: Y Addr: 1959 S Gilpin St DenverCO 80210 Nature: Outside Insurance: disability, equity fixed life, long-term care, fixed annuities Position: Financial Planner Start: 12/15/2021 No hrs/mo: 0.5 No hrs/mo dur trading: 0.5 Duties: Servicing agent of contract. Have permission to inquire regarding 'A Client's' annuity contract (2) Name: Lucas Amell, Inv Rel:Y Addr: 1959 S Gilpin StDenver CO 80210 Nature: Outside Insurance, Position: Agent, Start: 03/22/2022, No Hr/Mo: 5 No Hr/Mo Dur Trading:5, Duties: Life, Disability, Equity fixed life, Long-term care, Fixed annuities.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-03
• S63 Uniform Securities Agent State Law Examination
  2016-12-29

Other Names

• Lucas Amell