Lucas Frederick Salerno

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2016 → 01/2025
  Lincoln Financial Advisors Corporation
  Fort Wayne, IN
• 07/2015 → 10/2016
  Lincoln Financial Advisors Corporation
  Fort Wayne, IN
• 01/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2017-01-26 → 2025-01-09
  Osaic Fa, Inc.
  Chicago, IL
  Fort Wayne, IN
  Fort Wayne, IN

Other Businesses

1) FLEXEOS, INC., 6104 Black Oak Blvd, Fort Wayne IN 46835, 11/2024, OWNER, NIR, 2 HR/MO - 0 HR/MO TRADING. 2) NEW HAVEN FOOTBALL BOOSTERS, 1300 Green Road, New Haven IN 46774, 11/2024, VICE PRESIDENT, VOLUNTEER, NIR, 2 HR/MO - 0 HR/MO TRADING. 3) SALERNO FINANCIAL PLANNING LLC, 17608 Switchgrass, Spencerville IN 46788, 11/2024, OWNER/PARTNER, NIR, 4 HR/MO - 0 HR/MO TRADING. 4) TOTCHOP LLC, 17608 Switchgrass, Spencerville IN 46788, 11/2024, OWNER/PARTNER, NIR, 10 HR/MO - 2 HR/MO TRADING. 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 1/2025, AS ADMINISTRATIVE REP OF A RIA. INV REL, 80 HR/MO- 80 HR/MO TRADING. 6) TRASH RETRIEVERS LLC, 48 EMS B25 Lane, Pierceton IN 46562, United States, 10/01/2025, Owner, Owner/Partner of a Business Entity, NIR, 4 HR/MO - 0 HR/MO TRADING 7) VALORIS WEALTH, 927 S. Harrison St., Ste 301, Fort Wayne IN 46802, United States, START DATE 10/2025, Investment Advisor Representative, DBA Name, IR, 800 HR/MO, 800 HR/MO TRADING. 8) LUCAS SALERNO - VALORIS WEALTH, 927 S. Harrison St., Ste 301, Fort Wayne IN 46802, United States, 04/20/2026, AGENT, INSURANCE/BENEFITS/HUMAN RESOURCES, NIR, 4 HR/MO - 4 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2017-01-04

Designations

• Certified Financial Planner