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1753 S. West Avenue, Freeport, IL 61032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-26 |
| IA | RA | APPROVED | 2025-08-26 |
Branch Locations
1753 S. West Avenue, Freeport, IL 61032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lucas Group Financial Advisors, Llc | Freeport | IL | 08/2025 | Present |
| Lucas Group Cpa + Advisors | Freeport | IL | 10/2023 | Present |
| Haber Technologies | Ames | IA | 12/2020 | 10/2023 |
| U.S. Bank | Iowa | IA | 11/2016 | 06/2021 |
| University Of Iowa | Des Moines, | IA | 08/2011 | 06/2019 |
1) Uptown Dairy - Founder & CEO; 617 SW 3rd St. #105, Ankeny, IA; Not investment related; Start date 01/2023; Approx. 4 hrs per month, -0- during trading hrs; Nature of business: Ice Cream Shop; Finance & Accounting functions. 2) Lucas Group CPAs + Advisors, LLC. Located at 1617 Temple Lane Rockford, IL and 1753 S. West Ave Freeport, IL. Firm Administrator; Nature of business: Accounting/Taxes; Not investment related. Started on 10/2023. Devotes approx. 140 hours per month; all during trading hours. Duties include administrative tasks.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-27 |
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