Lucas Weber Klosterman
Investment adviser representative at Sequoia Financial Group, L.L.C.
10 yearsExperience
1 stateRegistered in
$32.2BFirm assets
24 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 assetsHourlySubscriptionFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Sequoia Financial Group, L.L.C.Aug 2025 to now
- J.P Morgan Securities LLCJul 2022 to Aug 2025
- JPMorgan Chase Bank, N.A.Jul 2022 to Aug 2025
- Lower.comMay 2021 to Aug 2021
- Dublin Family Vision CenterJun 2020 to Jun 2022
- UpsMay 2020 to Jun 2020
- UnemployedSep 2019 to Apr 2020
- The RailJul 2018 to Aug 2019
- Men's WearhouseJan 2018 to Jul 2018
- Graeter's Ice CreamMar 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
Sequoia Financial Group, L.L.C.
Legal name: Sequoia Financial Advisors, L.L.C.
$32.2BAssets managed
11,218Clients
252Advisers
24 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
- 7609827
- Firm CRD
- 117756