Advisor at Lucas Group Financial Advisors, 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
Lucas Group Financial Advisors, LLC
Location
Rockford, IL 61112
Credentials
Series 65
Industry experience
3 years
Financial planning fixed fees typically ranging from $3,000 to $25,000 depending on engagement complexity.
$0 - $499,999.99: 1.25% $500,000 - $999,999.99: 1.0% $1,000,000 - $1,999,999.99: 0.90% $2,000,000 - $2,999,999.99: 0.80% $3,000,000 - $3,999,999.99: 0.70% $4,000,000+: 0.60%
Financial planning hourly rates from $300 to $600 per hour.
Account minimum: $300,000 (negotiable) Fee-only: Financial planning fees charged hourly at $300 to $600 per hour or fixed fees ranging from $3,000 to $25,000 depending on complexity.
Lucas Group Financial Advisors, LLC
2025 - Present (1 year)
Regal Investment Advisors
2023 - 2025 (2 years)
Jones Long LaSalle
2020 - 2023 (3 years)
Collins Aerospace
2019 - 2020 (1 year)
Jones Long LaSalle
2016 - 2019 (3 years)
Unemployed
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
ChFC®, Series 63, Series 66
Rockford, IL
Edward Jones
Series 66
Rockford, IL
Edward Jones
Series 66
Loves Park, IL
Edward Jones
Series 66
Rockford, IL
Edward Jones
Series 66
Rockford, IL
Merrill
John Larson is a Wealth Management Advisor and First Vice President with Merrill Lynch Wealth Management. Since beginning his financial services career in 2000, John has focused on helping clients build comprehensive wealth management strategies tailored to their individual needs. His client expertise includes college education planning, managing new wealth, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income planning. John earned a Bachelor of Science degree in Finance from Northern Illinois University. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Born and raised in the Rockford community, John attended Guilford High School. He is actively involved locally, having served on the board of The First Tee of Rockford, as Chair of the Finance Committee and board member of the OSF College of Nursing, and participating in the YMCA Strong Kids Campaign. John is married to his wife Chris and they have two children. His personal interests include golfing, running, and spending time with his family.
ChFC®, Series 66
Rockford, IL
Edward Jones
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