Lucas Ray Anderson
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
$122.2BFirm assets
24 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 feeOther
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
12 years in the industry.
- Wealth Enhancement Advisory Services, LLCSep 2025 to now
- Wealth Enhancement Brokerage ServicesSep 2025 to now
- Wealth Enhancement GroupSep 2025 to now
- HousewubJan 2024 to now
- Cetera Investment Advisers LLCNov 2024 to Aug 2025
- Cetera Wealth Services, LLCJul 2024 to Aug 2025
- TargetMay 2022 to Apr 2023
- Sixpack CoverageJan 2022 to Jan 2023
- DoordashSep 2020 to Jun 2024
- University of IowaAug 2020 to May 2024
- ShokaiAug 2019 to Nov 2022
- Burlington Golf ClubMay 2018 to Oct 2019
- Burlington School DistrictJul 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Wealth Enhancement Advisory Services, LLC
$122.2BAssets managed
85,001Clients
1,002Advisers
24 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
- 7949929
- Firm CRD
- 116407