Lucas Anthony Veldhuis
Investment adviser representative at The Mather Group, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13.4BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- The Mather Group, LLCJan 2024 to now
- Linscomb & WilliamsJun 2023 to Jan 2024
- The Mather GroupApr 2021 to Jun 2023
- PathstoneOct 2020 to Mar 2021
- Cornerstone Advisors, Inc.Oct 2017 to Sep 2020
- Alaska Conservation FoundationJun 2014 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
The Mather Group, LLC
$13.4BAssets managed
4,773Clients
109Advisers
15 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
- 7034348
- Firm CRD
- 156005