Todd Matthew Lukasik
Investment adviser representative at Msh Capital Advisors LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$1.3BFirm 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 assetsFixed or flat fee
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.
- Msh Capital Advisors LLCAug 2020 to now
- Umb FinancialOct 2015 to Aug 2020
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (AZ, CO).
Msh Capital Advisors LLC
$1.3BAssets managed
2,361Clients
20Advisers
9 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
- 7290830
- Firm CRD
- 157835