Lucas Troutner
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
11 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 yearsFirm in business
Are you Lucas Troutner? Claim your profile
Contact this firm
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.
- United Planners' Financial Services of America A Limited PartnerJan 2025 to now
- United Planners Financial Services of America, LPMar 2024 to now
- Profed Financial Advisors LLCApr 2023 to now
- Profed Federal Credit UnionMar 2020 to Mar 2023
- Profed Federal Credit UnionAug 2018 to Feb 2020
- Profed Federal Credit UnionMay 2017 to Aug 2017
- StudentAug 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
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
- 7728177
- Firm CRD
- 20804