Advisor at Revo Financial, LLC
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
Revo Financial, LLC
Location
Bartlesville, OK 74003
Credentials
CFP®, Series 65
Industry experience
7 years
Lucas Nettles is a CFP® with seven years of industry experience, currently serving as a financial advisor at Revo Financial, LLC since 2018. Prior to joining Revo Financial, he worked for five years at Truity Credit Union. Outside of his advisory role, Nettles is also an independent insurance agent involved in risk management for financial planning. Revo Financial, LLC advises individual and high-net-worth clients with financial planning, portfolio management, and 401(k) advisory services. The firm utilizes proprietary, rules-based model portfolios that incorporate quantitative, technical, and fundamental analysis, and offers specialty services such as direct indexing and Biblically Responsible Investing.
Based on Revo Financial, LLC
Based on Revo Financial, LLC
Negotiated fixed fee up to $8,000 for financial planning and consulting services.
Commission-based compensation earned by associated insurance agents for selling insurance products, separate from advisory fees.
$350 per hour for consulting services beyond scope of financial planning agreement.
Account minimum: No minimum dollar amount required to open and maintain an advisory account; firm may terminate accounts deemed too small to manage effectively.
117 W 5 Th Street, Suite 402
Bartlesville, OK 74003
Oklahoma · Texas
Revo Financial, LLC
2018 - Present (8 years)
Truity Credit Union
2013 - 2018 (5 years)
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.
Is not active or affiliated with:
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.
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 65
Bartlesville, OK
Servant Wealth Management, LLC
Series 63, Series 65
Bartlesville, OK
Family Faith & Finance Asset Management
CFP®, Series 66
Bartlesville, OK
First Investment Corporation
CFP®, Series 63, Series 65
Bartlesville, OK
Archambo Financial Advisors, Inc.
CFP®, Series 66
Bartlesville, OK
Revo Financial, LLC
Series 66
Bartlesville, OK
First Investment Corporation
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")