Lucas M Steele
Investment adviser representative at Transamerica Financial Advisors, LLC
14 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Net LawNov 2023 to now
- Managed Wealth FinancialOct 2023 to now
- Transamerica Financial Advisors, IncAug 2022 to now
- Josh SchwietermanApr 2022 to now
- World Financial Group, Ia.Jan 2022 to now
- Fedex ExpressDec 2023 to Oct 2025
- StudentAug 2021 to Dec 2021
- FedexMay 2021 to Jul 2021
- StudentAug 2020 to Apr 2021
- FedexMay 2020 to Jul 2020
- StudentAug 2019 to Apr 2020
- StudentMay 2012 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 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
- 7534299
- Firm CRD
- 16164