Lucas J Anderson

Current Employers

Employment History

• 08/2016 → 05/2020
  Ameriprise Financial Services, Inc.
  Minneapolis, MN
• 06/2020 → Present
  Lpl Financial, Llc
  Plymouth, MN
• 06/2020 → Present
  Investors Financial Group, Llc
  Plymouth, MN
• 03/2022 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2020-06-24 → 2022-07-25
  Investors Financial Group
  Plymouth, MN
• 2017-02-23 → 2020-06-03
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Other Businesses

1. 6/18/2020 - INVESTORS FINANCIAL GROUP LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 7/14/2020 - INVESTORS FINANCIAL GROUP LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 6/8/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through INVESTORS FINANCIAL GROUP LLC, an independent investment advisor firm. I started this business activity in 07/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 03/30/2022 - Private Advisor Group - DBA: (Hybrid) Investors Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 03/18/2022 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 3/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 03/30/2022 - Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 03/18/2022 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 3/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 11/19/2025 - Anderson Wealth Advisors LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/18/2025 - 160 hours per month/ 6 hours during trading 6. 11/19/2025 - Anderson Wealth Administration LLC - DBA for LPL Business (entity for LPL business) - Not Investment Related - At Reported Business Location(s) - Start Date 11/18/2025 - 4 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2017-01-31
• S63 Uniform Securities Agent State Law Examination
  2016-10-31