Lucas Arthur Beggin

Employer firm

Lucas Group Financial Advisors, LLC CRD 326880

$338M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 05/2019 → 09/2025
  Regal Investment Advisors, Llc
  Kentwood, MI
• 09/2010 → Present
  Lucas Group Cpas + Advisors, Llc
  Freeport, IL
• 11/2013 → 12/2019
  Lucas Group Financial Advisors, Inc.
  Freeport, IL
• 08/2025 → Present
  Lucas Group Financial Advisors, Llc
  Freeport, IL
• 10/2019 → 08/2025
  Regulus Financial Group, Llc
  Kentwood, MI

Previous Registrations

• 2019-05-23 → 2025-10-07
  Regal Investment Advisors Llc
  Freeport, IL
  Kentwood, MI
  Rockford, IL
  Rockford, IL
• 2014-03-18 → 2019-11-18
  Lucas Group Financial Advisors, Inc.
  Freeport, IL

Other Businesses

1) CPA - Lucas Groups CPA+ Advisors, LLC. Located at 1617 Temple Lane, Rockford, IL and 1753 S. West Ave., Freeport, IL. Not investment related. Title: Partner. Started on 9/1/2010. Public accounting and management firm. Devotes approx. 175 hours per month. 2) Board Member of Parkview Homes NFP. Located at 1234 S Park Blvd, Freeport, IL. This is not investment related. Started on 9/1/2013. This is a non-profit board. He attends meetings and offers opinions on policies. Devotes approx. 2 hours per month. 3) LUCAS GROUP FINANCIAL ADVISORS, LLC - Insurance Sales; 1753 S West Ave, Freeport, IL 61032; Investment related; 1 hour per month; -0- during trading; Start 12/21/2020; Commission. 4) Highland College Foundation Board; 1753 S West Ave, Freeport, IL, 61032; Charitable; Not investment related; 2 hours per month, 0 during trading; Start 11/1/2020; No compensation; Board Treasurer 5) Payton Holdings, LLC - Investment Related: No - Address: 1753 S West Ave, Freeport, IL 61032 - Nature of Business: Real Estate - Title or Relationship: Member - Start Date: 10/01/2019 - Hours per month: 5 - Hours per month during trading hours: 0 - Duties: Rental income. 6) Hance Holdings, LLC - Investment Related: No - Address: 1753 S West Ave, Freeport, IL 61032 - Nature of Business: Rental Property - Title or Relationship: Manager/Owner - Start Date: 3/11/2025 - Hours per month: 5 - Hours per month during trading hours: 0 - Duties: Collection of rental income and accounting. 7) Quantum Flex Pack LLC - Investment Related: No - Address: Rockford, IL - Nature of Business: Flexible Packaging - Title or Relationship: Manager - Start Date: 05/08/2026 - Hours per month: 10 - Hours per month during trading hours: 4 - Duties: Investor.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-08-14
• S65 Uniform Investment Adviser Law Examination
  2014-01-10

Designations

• Certified Financial Planner