Lucas Ray Poteet
Investment adviser representative at Monarch Wealth Strategies
11 yearsExperience
1 stateRegistered in
$463.5MFirm assets
6 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Monarch Wealth StrategiesMay 2025 to now
- RaytheonAug 2023 to May 2025
- Miller Family Wine CompanyJul 2022 to Oct 2022
- Ucsb Associated StudentsOct 2019 to Mar 2020
- Jack In the BoxJul 2019 to Sep 2019
- The Arbor Store UcsbMar 2019 to Jun 2019
- University of CaliforniaSep 2018 to Jun 2023
- Jack In the BoxMay 2018 to Sep 2018
- Full Time StudentJun 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Monarch Wealth Strategies
$463.5MAssets managed
396Clients
8Advisers
6 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
- 8126933
- Firm CRD
- 136029