Lucas Nulsen
Investment adviser representative at S.E.E.D. Planning Group, LLC
10 yearsExperience
1 stateRegistered in
$568MFirm assets
11 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 assetsHourlyFixed or flat fee
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.
- S.E.E.D. Planning Group, LLCJun 2024 to now
- Tn Dept. of TreasuryMay 2023 to Aug 2023
- KrogerDec 2018 to May 2024
- High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TN).
S.E.E.D. Planning Group, LLC
$568MAssets managed
763Clients
17Advisers
11 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
- 7942570
- Firm CRD
- 188521