Who are Lucas Amell’s most high-profile connections?
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Lucas Amell

🌙 Financial Planner
Greater Milwaukee
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This public profile is provided courtesy of Clay. All information found here is in the public domain.
Who are Lucas Amell’s most high-profile connections?
Profile Image for Lucas Amell

Lucas Amell

🌙 Financial Planner
Greater Milwaukee
SummaryAI Assisted Badge

Lucas Amell is a seasoned financial planner committed to helping his clients achieve their financial goals. With a Bachelor of Science in Financial Planning and Services from Carroll University, he offers a total financial needs analysis that includes retirement analysis and programs, estate strategies, employee benefit and retention services, and business continuation strategies. Lucas is dedicated to building long-term relationships with his clients, and advises them on suitable products and solutions based on their risk tolerance and timeframe.

Lucas works at WestPoint Financial Group, where he serves as a financial planner. Prior to this, he held several financial advisory roles at Choice Advisors LLC and Packerland Brokerage Services, Inc.. He also worked as a tax advisor at Focused Tax Solutions. Lucas is a former Board Member of Friends of Wehr Nature Center, Inc., and holds a license to sell insurance in Wisconsin.

This public profile is provided courtesy of Clay. All information found here is in the public domain.