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Lucas Robert Baker

Marsjewett Financial Group

Bellevue, WA

CRD 7135210

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Employer firm

Marsjewett Financial Group CRD 297388

$901M regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Marsjewett Financial Group

11235 Se 6Th Street Suite 110, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-05-18
  • WA RA
    APPROVED
    Since 2022-05-18

Branch Locations

11235 Se 6Th Street Suite 110, Bellevue, WA 98004 • 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
OrganizationCityStateFromTo
Freestone Capital Management Seattle WA 06/2016 10/2016
Brighton Jones Seattle WA 01/2017 03/2022
Marsjewett Financial Group Bellevue WA 04/2022 Present
  • 06/2016 → 10/2016
    Freestone Capital Management
    Seattle, WA
  • 01/2017 → 03/2022
    Brighton Jones
    Seattle, WA
  • 04/2022 → Present
    Marsjewett Financial Group
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-25
  • S65 Uniform Investment Adviser Law Examination
    2019-11-25
Designations
  • Certified Financial Planner
Other Names
  • Lucas Baker

View on SEC IAPD

Nearby Firms

BASECAMP WEALTH ADVISORS, LLC
THREADLINE WEALTH
SCS

Nearby Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG

Nearby Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA

More in Bellevue, WA

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