Lucas
Dengler
Planmember Securities Corporation
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About this Advisor
Lucas Dengler is a financial advisor based in Davenport, Iowa, working with Planmember Securities Corporation. Lucas has previously held positions at Modern Woodmen Of America, Eric Johannes, Charles Schwab, Davenport Country Club, Mwa Financial Services Inc, Scott Community College, Planmember Securities Corporation, and The Advisory Group, Inc. Lucas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, Lucas is part of Planmember Securities Corporation, which operates out of Davenport, Iowa. The firm has 350 offices and 432 employees. Planmember Securities Corporation manages assets totaling $9.0 billion and serves both charitable organizations and high-net-worth individuals. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Planmember Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$9,035,509,268
432
68,978
$130,991
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Lucas Dengler Work History
The Advisory Group, Inc
Planmember Securities Corporation
Planmember Securities Corporation
The Advisory Group, Inc
Mwa Financial Services Inc
Modern Woodmen Of America
Eric Johannes, Charles Schwab
Scott Community College
Davenport Country Club
Disclosures
Please visit the SEC profile of Lucas Dengler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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