Advisor at Think Wealth Management
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.
Location
Iron River, MI 49935
Credentials
Series 65
Industry experience
< 1 year
Lucas Isaacson is a financial advisor at Think Wealth Management in Iron River, MI, holding a Series 65 designation with one year of industry experience. His background includes roles at Isaacson Tax & Accounting, The Miners State Bank, and teaching positions at the University of Wisconsin-Green Bay and Michigan Technological University. Think Wealth Management provides investment advisory and pension consulting services to individuals, pension plans, charitable organizations, and businesses. The firm customizes portfolios based on client goals and risk tolerance, employing both long- and short-term trading strategies and offering discretionary and non-discretionary management.
Based on Think Wealth Management
$0 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.00% $10,000,001+: Negotiable
331 W. Genesee St.
Iron River, MI 49935
Michigan
Think Financial Strategies, LLC
2025 - Present (1 year)
Isaacson Tax & Accounting
2025 - 2025 (1 year)
Isaacson Tax & Accounting
2024 - 2024 (1 year)
Isaacson Tax & Accounting
2023 - 2023 (1 year)
University of Wisconsin- Green Bay
2022 - 2025 (3 years)
Isaacson Tax & Accounting
2022 - 2022 (1 year)
Michigan Technological University
2021 - 2021 (1 year)
Isaacson Tax & Accounting
2020 - 2021 (1 year)
The Miners State Bank
2020 - 2025 (5 years)
West Iron County Public Schools
2008 - 2021 (13 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Iron River, MI
LPL Financial
Ryan Meske is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has previously worked at First National Bank & Trust and Miners State Bank. In addition to his advisory work, he is a commissioned notary in the state of Michigan. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of product and service options.
Series 66
Iron River, MI
Thrivent Investment Management
Series 66
Iron River, MI
Thrivent Investment Management
Series 66
Iron River, MI
Edward Jones
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