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Lucas Stuart Isaacson

Think Wealth Management

Iron River, MI

CRD 8164432

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Employer firm

Think Wealth Management CRD 314827

$15.5M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Think Wealth Management

Nashville, TN • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-10-07
  • MI RA
    APPROVED
    Since 2025-10-07

Branch Locations

331 W. Genesee St., Iron River, MI 49935 • 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
Think Financial Strategies, Llc Iron River MI 10/2025 Present
The Miners State Bank Iron River MI 02/2020 10/2025
Isaacson Tax & Accounting Iron River MI 01/2025 04/2025
Isaacson Tax & Accounting Iron River MI 01/2024 05/2024
Isaacson Tax & Accounting Iron River MI 01/2023 05/2023
Isaacson Tax & Accounting Iron River MI 01/2022 05/2022
University Of Wisconsin- Green Bay Green Bay WI 01/2022 05/2025
West Iron County Public Schools Iron River MI 08/2008 05/2021
Isaacson Tax & Accounting Iron River MI 05/2020 04/2021
Michigan Technological University Houghton MI 08/2021 12/2021
  • 10/2025 → Present
    Think Financial Strategies, Llc
    Iron River, MI
  • 02/2020 → 10/2025
    The Miners State Bank
    Iron River, MI
  • 01/2025 → 04/2025
    Isaacson Tax & Accounting
    Iron River, MI
  • 01/2024 → 05/2024
    Isaacson Tax & Accounting
    Iron River, MI
  • 01/2023 → 05/2023
    Isaacson Tax & Accounting
    Iron River, MI
  • 01/2022 → 05/2022
    Isaacson Tax & Accounting
    Iron River, MI
  • 01/2022 → 05/2025
    University Of Wisconsin- Green Bay
    Green Bay, WI
  • 08/2008 → 05/2021
    West Iron County Public Schools
    Iron River, MI
  • 05/2020 → 04/2021
    Isaacson Tax & Accounting
    Iron River, MI
  • 08/2021 → 12/2021
    Michigan Technological University
    Houghton, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-30
  • S65 Uniform Investment Adviser Law Examination
    2025-08-30
Other Names
  • Lucas Stuart Isaacson,

View on SEC IAPD

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DEAN ALLAN KACZOROWSKI
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EDWARD JONES · IRON RIVER, MI
THRIVENT INVESTMENT MANAGEMENT INC. · IRON RIVER, MI
EDWARD JONES · CRYSTAL FALLS, MI

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