Lucas Conner Lloyd

Employer firm

Lloyd Financial Group LLC CRD 335332

$19.9M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2026 → Present
  Legatus Insurance, Llc
  Union, KY
• 05/2019 → 03/2025
  Strategic Wealth Partners, Ltd.
  Independence, OH
• 08/2015 → 05/2019
  Muskingham University
  New Concord, OH
• 03/2025 → Present
  Lloyd Financial Group Llc
  Union, KY

Previous Registrations

• 2020-05-28 → 2025-03-14
  Strategic Wealth Partners, Ltd.
  Independence, OH

Other Businesses

1) Legatus Insurance, LLC; Investment Related; 9936 Old Union Road, Union, Kentucky 41091; Insurance Agent; 05/2026; Hours/Month- 10; Provide Insurance Advice & Recommend Appropriate Insurance Products To Clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-28

Other Names

• Luke Lloyd