Lucas A Flick
Investment adviser representative at Robert W. Baird & Co. Incorporated
11 yearsExperience
1 stateRegistered in
$394.1BFirm assets
55 yearsFirm in business
Are you Lucas A Flick? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Robert W. Baird & Co. IncorporatedJul 2025 to now
- Oregon State UniversityNov 2024 to Jun 2025
- Gee Automotive Portland Xi LLCMar 2023 to Oct 2024
- UnemployedFeb 2023 to Mar 2023
- Fjallraven USA Retail, LLCOct 2021 to Jan 2023
- UnemployedAug 2021 to Sep 2021
- Multi Sales Inc.Mar 2021 to Jul 2021
- UnemployedMar 2020 to Feb 2021
- J&b Firearm Sales Inc.Jan 2017 to Feb 2020
- AXA Advisors, LLCFeb 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OR).
Robert W. Baird & Co. Incorporated
$394.1BAssets managed
241,359Clients
2,633Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6396618
- Firm CRD
- 8158