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Lucas Adams

Reliant Wealth Planning, LLC

Louisville, KY

CRD 7651613

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Employer firm

Reliant Wealth Planning, LLC CRD 286230

$595M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Reliant Wealth Planning, Llc

301 Townepark Circle, Louisville, KY 40243 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-01-26
TX RA APPROVED 2025-01-26
  • KY RA
    APPROVED
    Since 2025-01-26
  • TX RA
    APPROVED
    Since 2025-01-26

Branch Locations

301 Townepark Circle, Louisville, KY 40243 • 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
Reliant Wealth Planning Louisville KY 10/2022 Present
Glenview Trust Company Louisville KY 08/2017 10/2022
Boys & Girls Clubs Of Kentuckiana Louisville KY 06/2016 08/2017
  • 10/2022 → Present
    Reliant Wealth Planning
    Louisville, KY
  • 08/2017 → 10/2022
    Glenview Trust Company
    Louisville, KY
  • 06/2016 → 08/2017
    Boys & Girls Clubs Of Kentuckiana
    Louisville, KY
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

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MORGAN STANLEY
WAYCROSS GP, LLC

Nearby Investors

REBECCA ANN LOVAN
Donald R Dentinger
MAYNARD EDWIN HOPPER

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · LOUISVILLE, KY
MORGAN STANLEY · Louisville, KY
WAYCROSS GP, LLC · LOUISVILLE, KY

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