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Lucas Kenneth Belangee

Investment adviser representative at Rather & Kittrell, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.3BFirm 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 feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Rather & Kittrell, Inc.Jun 2025 to now
  2. Cetera Advisors LLCSep 2022 to Feb 2025
  3. Delaware Country ClubMay 2022 to Jul 2024
  4. Indianapolis ColtsMay 2022 to Jan 2023
  5. Onieal & AssociatesSep 2021 to Jun 2025
  6. Ball State UniversityAug 2021 to Feb 2025
  7. Manor Brothers ConcreteMay 2021 to Aug 2021
  8. Delta High SchoolFeb 2015 to May 2021

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

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

Rather & Kittrell, Inc.

$2.3BAssets managed
1,110Clients
20Advisers
20 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
7289996
Firm CRD
114885
Advisor's SEC record (opens in a new tab)
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