Lucas Matthew Evanovich
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 yearsFirm 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 assetsFixed 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
10 years in the industry.
- Wells Fargo Advisors Financial Network, LLCAug 2023 to now
- Morgan StanleyJul 2021 to Aug 2023
- WalmartMay 2020 to Jan 2021
- Carol Harris Staffing - Leading Technologies IncJun 2019 to Aug 2019
- Ohio Wesleyan UniversityAug 2018 to May 2021
- University of Pittsburgh At GreensburgAug 2017 to Apr 2018
- KmartJun 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 7401638
- Firm CRD
- 11025