Lucas Kirk Wandell
Investment adviser representative at Rfg Advisory, LLC
12 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
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
12 years in the industry.
- Rfg Advisory, LLCSep 2025 to now
- Rfg Advisory d/b/a Design WealthSep 2025 to now
- Mattern Capital Management, LLCApr 2024 to Jul 2025
- Triad Advisors (mooney Lyons)Dec 2019 to Feb 2024
- Triad Hybrid Solutions (mooney Lyons Financial)Dec 2019 to Feb 2024
- Bank of America, N.A.May 2017 to Dec 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2014 to Dec 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Rfg Advisory, LLC
$8BAssets managed
17,410Clients
188Advisers
12 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
- 6415487
- Firm CRD
- 158401