Advisor at Monarch Wealth Strategies
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Firm
Monarch Wealth Strategies
Location
Santa Barbara, CA 93101
Credentials
Series 65
Industry experience
< 1 year
Lucas Poteet is a financial advisor at Monarch Wealth Strategies in Santa Barbara, CA, holding a Series 65 designation. He joined the firm in 2025 and has prior work experience at Raytheon and Miller Family Wine Company. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, and pension plans. The firm serves clients with at least $750,000 in investible assets, offering ongoing portfolio management combined with tailored planning services.
Based on Monarch Wealth Strategies
Up to $30,000 maximum flat fee for financial planning and consulting services
Up to $1,000 per hour for financial planning and consulting services
Account minimum: $750,000 Minimum fee: $7,500 minimum annual fee for wealth management services
222 E. Carrillo St., Suite 208
Santa Barbara, CA 93101
California
Monarch Wealth Strategies
2025 - Present (1 year)
Raytheon
2023 - 2025 (2 years)
Miller Family Wine Company
2022 - 2022 (1 year)
UCSB Associated Students
2019 - 2020 (1 year)
Jack in the Box
2019 - 2019 (1 year)
The Arbor Store UCSB
2019 - 2019 (1 year)
University of California
2018 - 2023 (5 years)
Jack in the Box
2018 - 2018 (1 year)
Full Time Student
2015 - 2018 (3 years)
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Other specialized services
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