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Lucas John Thompson

Investment adviser representative at Trillium Wealth LLC
10 yearsYears since first job or exam
1 stateRegistered in
$544.6M
Under 1 yearFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

Contact this advisor

(321) 295-8492trillium-wealth.comFirm's SEC record

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Trillium Wealth LLCSep 2025 to now
  2. CWM, LLCSep 2025 to now
  3. Thrivent FinancialJun 2024 to Jul 2025
  4. Thrivent Investment Management IncApr 2024 to Jul 2025
  5. University of IowaAug 2023 to May 2024
  6. The Write StuffMay 2023 to Aug 2023
  7. University of IowaAug 2022 to May 2023
  8. Kipling Industries, Inc.May 2022 to Aug 2022
  9. University of IowaAug 2021 to May 2022
  10. The Write StuffMay 2021 to Aug 2021
  11. Minnesota State University MankatoAug 2020 to May 2021
  12. The Write StuffMay 2020 to Aug 2020
  13. Central High SchoolAug 2019 to May 2020
  14. The Write StuffMay 2019 to Aug 2019
  15. Central High SchoolAug 2018 to May 2019
  16. The Write StuffMay 2018 to Aug 2018
  17. Central High SchoolAug 2017 to May 2018
  18. Central High SchoolAug 2016 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (IL).

Trillium Wealth LLC

$544.6M
629Clients
7Advisers
Under 1 yearIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure site.

7887570
341186
Advisor's SEC record
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