Lukas K Mihailovich
Investment adviser representative at &partners
11 yearsExperience
2 statesRegistered in
$30.3BFirm 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 assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
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
11 years in the industry.
- &partnersOct 2024 to now
- Wells Fargo Clearing Services, LLCApr 2023 to Oct 2024
- South River MortgageFeb 2023 to Mar 2023
- UnemployedJan 2023 to Feb 2023
- South River MortgageJul 2022 to Jan 2023
- Federal Savings BankApr 2022 to Apr 2022
- UnemployedFeb 2022 to Jul 2022
- South River MortgageJan 2020 to Feb 2022
- TenableMar 2019 to Jan 2020
- Enterprise Rent-a-carSep 2018 to Mar 2019
- UnemployedJul 2018 to Sep 2018
- Power Home RemodelingJun 2018 to Jul 2018
- New Day USAJul 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
&partners
$30.3BAssets managed
62,194Clients
544Advisers
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
- 7733920
- Firm CRD
- 3767