Advisor at Citizens Securities, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Citizens Securities, Inc.
Location
Owosso, MI 48867
Credentials
Series 66
Industry experience
3 years
Ian Lucas is a financial advisor with Wells Fargo Clearing in Oxford, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2021, he worked at Anchored Business Solutions, Alvarez Cultivation, First American Title Co., RE/MAX Suburban, and Helm & Associates. He serves as vice president of the Indian Lake Improvement Association Inc. HOA, where he oversees committees. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Based on Citizens Securities, Inc.
0.50% annually
Account minimum: $2,000
910 East Main St., Ste. C, Mailstop: Mib808
Owosso, MI 48867
Colorado · Florida · Michigan
Citizens Securities, Inc.
2026 - Present (1 year)
Wells Fargo Clearing
2021 - 2026 (5 years)
Anchored Business Solutions
2021 - 2021 (1 year)
Alvarez Cultivation
2021 - 2021 (1 year)
Anchored Business Solutions
2020 - 2021 (1 year)
First American Title Co.
2017 - 2020 (3 years)
RE/MAX Suburban
2016 - 2017 (1 year)
Helm & Associates
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
New Lothrup, MI
Faithful Steward Wealth Management, Inc.
CFP®, Series 63, Series 65
Owosso, MI
LIFEGOALS FINANCIAL GROUP
Series 63, Series 65, Series 66
Owosso, MI
MMI Asset Management Services, LLC
Series 65
Laingsburg, MI
Sovereign Financial Group, Inc.
Series 63
Corunna, MI
M Holdings Securities, INC.
Series 63, Series 66
Owosso, MI
The huntington Investment company
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