Lucas P. Hail
FOSTER & MOTLEY
Cincinnati, OH 45236
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CRD#: 2610234
Professional summary
Lucas Parker Hail, CFP®, who also goes by Lucas P Hail, Luke Hail, is a registered financial advisor currently at FOSTER & MOTLEY INC located in Cincinnati, Ohio.
Lucas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Lucas has worked at 2 firms and has passed the Series 63 and Series 6 exams.
Biography
Luke has been quoted in the Wall Street Journal, The Street.com, BusinessWeek, MSN Money and the Lexington Herald Leader. He is a member of the National Association of Personal Financial Advisors (NAPFA), the Cincinnati Estate Planning Council and the Northern Kentucky Estate Planning Council.
Question & Answer
What are your service offerings?
Tax Planning
Retirement Planning
Insurance Planning
Investment Planning
Estate Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Corporate Executives
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Lucas P Hail | Luke Hail
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Lucas Parker Hail's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2001
Experience
Current
February 10, 2003 - Present
FOSTER & MOTLEY INC
Office #1: 7755 Montgomery Road Suite 100, Cincinnati, OH 45236RIA
CRD#: 106905
Cincinnati, OH
Past
May 10, 1995 - November 8, 1996
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FOSTER & MOTLEY INC
FOSTER & MOTLEY INC | FOSTER & MOTLEY, INC.
CRD#: 106905 / SEC#: 801-53289
RIA
Registered Investment Advisory firm - (11/18/1996 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(2/10/2003)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
FOSTER & MOTLEY INC
FOSTER & MOTLEY INC | FOSTER & MOTLEY, INC.
CRD#: 106905 / SEC#: 801-53289
RIA
Registered Investment Advisory firm - (11/18/1996 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7755 Montgomery Road Suite 100, Cincinnati, OH 45236
Mailing Address
Phone number
(513) 561-6640
Established
Firm type
Fiscal year end
# of Employees
50
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 889 |
| AUM (Assets Under Management) | $ 2,537,323,649 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/22/2024 | ||
| 01/25/2024 | ||
| 10/18/2022 |
Red Flags
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Company Information
FOSTER & MOTLEY INC
CRD#: 106905Cincinnati, OH 45236TRUST BUT VERIFY
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