Lucas Kyle-andrew Becker
Investment adviser representative at Wheelhouse Advisory Group, LLC
10 yearsExperience
1 stateRegistered in
$388.1MFirm assets
4 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 assetsCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Wheelhouse Advisory Group, LLCFeb 2025 to now
- Fieldpoint EquityMar 2023 to Dec 2023
- Go Semo FiberMay 2022 to Feb 2025
- WalmartApr 2021 to Sep 2021
- Southeast Missouri StateAug 2020 to May 2024
- WalmartApr 2020 to Sep 2020
- Dexter High SchoolJan 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
Wheelhouse Advisory Group, LLC
$388.1MAssets managed
548Clients
12Advisers
4 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
- 8235792
- Firm CRD
- 312806