Lukas Martin Barthel

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2019 → 09/2023
  Prime Communications Inc
  Sugar Land, TX
• 01/2016 → 01/2019
  Spring Communications Inc
  Salt Lake City, UT
• 06/2023 → Present
  North Star Resource Group
  Milwaukee, WI
• 06/2023 → 09/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 06/2023 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 09/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: SOLICITATION AND SERVICING OF FINANCIAL PRODUCTS AND ADVISORY SERVICES.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-15

Designations

• Certified Financial Planner