Lucas Andrews Steuk
Investment adviser representative at Oppenheimer & Co. Inc.
10 yearsExperience
1 stateRegistered in
$36.7BFirm assets
71 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.
- Oppenheimer & Co. Inc.Jul 2026 to now
- University of CincinnatiJan 2026 to May 2026
- Kroger Co.Aug 2025 to Dec 2025
- Covia CorpMay 2025 to Aug 2025
- University of CincinnatiAug 2024 to May 2025
- Mass Mutual AscendAug 2024 to Apr 2025
- Fidelity InvestmentsJun 2024 to Aug 2024
- University of CincinnatiAug 2023 to May 2024
- Waterstreet Financial - Raymond JamesMay 2023 to Aug 2023
- University of CincinnatiAug 2022 to May 2023
- Cedar Fairs Entertainment Co.May 2022 to Aug 2022
- Huron High SchoolAug 2016 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
Oppenheimer & Co. Inc.
$36.7BAssets managed
39,036Clients
1,161Advisers
71 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
- 7742993
- Firm CRD
- 249