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Lucas John Traxler

Jnba Financial Advisors, LLC

Bloomington, MN

CRD 6278250

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Employer firm

Jnba Financial Advisors, LLC CRD 106550

$2.01B regulatory AUM 12 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Jnba Financial Advisors, Llc

8500 Normandale Lake Blvd Suite 450, Bloomington, MN 55437 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-06
MN RA APPROVED 2014-01-14
  • TX RA
    APPROVED
    Since 2023-11-06
  • MN RA
    APPROVED
    Since 2014-01-14

Branch Locations

8500 Normandale Lake Blvd Suite 450, Bloomington, MN 55437 • 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
Jnba Financial Advisors Inc Bloomington MN 05/2013 12/2016
Jnba Financial Advisors Inc Bloomington MN 01/2017 Present
  • 05/2013 → 12/2016
    Jnba Financial Advisors Inc
    Bloomington, MN
  • 01/2017 → Present
    Jnba Financial Advisors Inc
    Bloomington, MN
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

PETROS FAMILY WEALTH, LLC
DEVENIR INVESTMENT ADVISORS, LLC
REDHAWK WEALTH ADVISORS, INC.

Nearby Investors

CARL ROBERT LYMANGOOD
CAMIE MOEN QUIGLEY
DEANNA KAY RENS

Nearby Offices

PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC · BLOOMINGTON, MN
REDHAWK WEALTH ADVISORS, INC. · MINNEAPOLIS, MN

More in Bloomington, MN

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