Lucas Cleveland Wagers
Investment adviser representative at Transamerica Financial Advisors, LLC
14 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 yearsFirm in business
Are you Lucas Cleveland Wagers? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Gregory ClingermanSep 2026 to now
- J Schwieterman Group LLC.Nov 2025 to now
- Transamerica Financial Advisors, LLCAug 2025 to now
- Jack HansonAug 2025 to now
- WfgiaMar 2025 to now
- SchoolJan 2024 to now
- Eastgate GroupApr 2020 to Jan 2024
- Republic Wire Inc.Apr 2019 to Feb 2020
- Frito LayJun 2012 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 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
- 8151535
- Firm CRD
- 16164