LUCAS PLESE, CRPC®

Senior Financial Advisor

Vice President - Investments

Address: 111 EAST KILBOURN AVENUE, SUITE 2400 , MILWAUKEE , WI 53202
Call: 414-961-7842
Email: lucas.plese@wellsfargo.com Compose mail in a new window

Tailored Financial Strategies. Personal Service.

My Associate(s): Dirk Robichaud, Financial Advisor

My Experience

2014 - Present : Wells Fargo Advisors, Financial Advisor
2010 - 2014 : Wells Fargo Advisors, Sr. Registered Client Associate

My Education & Credentials

Bachelor of Science Finance - UW Eau Claire

My Areas of Focus

Advisory Services
Education Funding & 529 Plans
Estate Planning Strategies
Insurance
IRAs & IRA Strategies
Retirement Planning

Securities Registered in the following states: AL, AR, AZ, CA, CO, CT, FL, GA, HI, IL, KS, KY, MA, MI, MN, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WY
Insurance licensed in the following states: Resident State: WI
LUCAS PLESE: Financial Advisor: Wells Fargo Clearing Services, LLC