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Todd Thomas Reno

Investment adviser representative at Lucas Group Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
$337.7MFirm assets
1 yearFirm in business

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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

Experience

10 years in the industry.

  1. Lucas Group Financial Advisors, LLCAug 2025 to now
  2. Regal Investment AdvisorsMar 2023 to Sep 2025
  3. Jones Long LasalleFeb 2020 to Jan 2023
  4. Collins AerospaceNov 2019 to Feb 2020
  5. Jones Long LasalleSep 2016 to Nov 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (IL).

Lucas Group Financial Advisors, LLC

$337.7MAssets managed
429Clients
6Advisers
1 yearIn 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
6689061
Firm CRD
326880
Advisor's SEC record (opens in a new tab)
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