Lucas Edward Nikolaisen
Investment adviser representative at Krilogy
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5.2BFirm assets
Are you Lucas Edward Nikolaisen? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- KrilogyAug 2018 to now
- Krilogy FinancialAug 2018 to now
- Midwest Acceptance CorpOct 2017 to Aug 2018
- A.mrazek Moving SystemsMay 2017 to Oct 2017
- College of the Holy CrossSep 2013 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Krilogy
Legal name: Krilogy Financial LLC
$5.2BAssets managed
3,204Clients
63Advisers
17 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
- 6493874
- Firm CRD
- 149046