Lucas M. Brown
TRUE BLUE FINANCIAL
Stevensville, MI 49127
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CRD#: 4261145
Professional summary
Lucas M Brown MR., CFP® is a registered financial advisor currently at TRUE BLUE FINANCIAL, LLC located in Stevensville, Michigan and LPL FINANCIAL LLC located in Stevensville, Michigan.
Lucas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Lucas has worked at 3 firms and has passed the Series 66, Series 65, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Insurance Planning
Comprehensive Financial Planni...
Tax Planning
Life Transitions
Retirement Income Management
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
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.
(1) 11/06/2008 - Residential Farm - Not Investment Related - 10376 Miller Rd, Baroda, MI 49101 - Small family-owned grain and grape farm - Owner - Since 12/2008 - Approximately 0 hours/month (during securities trading hours) - Selling grain and grapes. (2) 12/26/2013 - LS Brown Properties LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) (3) 12/09/2016 - True Blue Financial, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/01/2017 - 160 Hours Per Month/ 8 Hours During Trading (4) 05/07/2021 - True Blue Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 10/29/2020 - 100 Hours per Month/ During Trading - I provide investment advisory services through True Blue Financial, an independent investment advisor firm. I started this business activity in 10/2020. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (5) 06/17/2021 - Ash Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 07/10/2020 - 3 Hours Per Month/ 1 Hour During Trading (6) 09/03/2021 - True Blue Tax, LLC - Investment Related- At Reported business Location(s) - Tax Prep/Accounting/CPA - Start Date 01/15/2016 - 5 Hours Per Month/ During Trading (7) 09/17/2024 - Cornerstone University - Adjunct Professor - Not Investment Related - 1001 East Beltline Avenue NE Grand Rapids, MI 49525 - Start Date 09/09/2024 - 10 Hours Per Month/ 0 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Lucas M Brown MR.'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: 2020
Experience
Current
December 15, 2020 - Present
TRUE BLUE FINANCIAL, LLC
Office #1: 7889 Red Arrow Highway, Stevensville, MI 49127Office #2: 667 West Main Suite A, Benton Harbor, MI 49022RIA
CRD#: 310841
Stevensville, MI
Current
December 1, 2008 - Present
LPL FINANCIAL LLC
Office #1: 7889 Red Arrow Highway, Stevensville, MI 49127-9252Office #2: 667 West Main Street, Suite A, Benton Harbor, MI 49022RIA
BD
CRD#: 6413
Stevensville, MI
Past
December 1, 2008 - October 28, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
BARODA, MI
Past
February 8, 2007 - December 4, 2008
CUNA BROKERAGE SERVICES, INC.
RIA
CRD#: 13941
ST. JOSEPH, MI
Past
September 8, 2000 - December 4, 2008
CUNA BROKERAGE SERVICES, INC.
BD
CRD#: 13941
ST. JOSEPH, MI
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".
TB
TRUE BLUE FINANCIAL, LLC
TRUE BLUE FINANCIAL, LLC
CRD#: 310841 / SEC#: 801-133948
RIA
Registered Investment Advisory firm - (7/24/2025 Approved)Arizona
Registered Investment Advisory firm - (9/15/2025 Terminated)Illinois
Registered Investment Advisory firm - (9/15/2025 Terminated)Indiana
Registered Investment Advisory firm - (9/23/2025 Terminated)Michigan
Registered Investment Advisory firm - (9/22/2025 Terminated)Texas
Registered Investment Advisory firm - (9/15/2025 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(12/1/2008)
RR
Alaska(12/10/2019)
RR
Arizona(10/23/2012)
IAR
Arizona(1/1/2023)
RR
California(6/27/2012)
RR
Colorado(5/10/2023)
RR
Florida(12/11/2008)
RR
Georgia(2/6/2009)
RR
Idaho(4/21/2016)
RR
Illinois(3/4/2009)
IAR
Illinois(4/8/2022)
RR
Indiana(12/1/2008)
IAR
Indiana(2/1/2022)
RR
Iowa(11/19/2010)
RR
Kansas(10/11/2022)
RR
Kentucky(12/26/2013)
RR
Massachusetts(5/14/2018)
RR
Michigan(12/1/2008)
IAR
Michigan(2/9/2021)
RR
Minnesota(5/10/2023)
RR
Missouri(2/9/2023)
RR
New Jersey(7/7/2014)
RR
New York(7/9/2019)
RR
North Carolina(7/15/2021)
RR
Ohio(2/9/2009)
RR
Tennessee(8/15/2016)
RR
Texas(12/1/2008)
IAR
Texas(12/15/2020)
RR
Vermont(10/2/2012)
RR
Washington(2/23/2021)
RR
Wisconsin(12/1/2008)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TB
TRUE BLUE FINANCIAL, LLC
TRUE BLUE FINANCIAL, LLC
CRD#: 310841 / SEC#: 801-133948
RIA
Registered Investment Advisory firm - (7/24/2025 Approved)Arizona
Registered Investment Advisory firm - (9/15/2025 Terminated)Illinois
Registered Investment Advisory firm - (9/15/2025 Terminated)Indiana
Registered Investment Advisory firm - (9/23/2025 Terminated)Michigan
Registered Investment Advisory firm - (9/22/2025 Terminated)Texas
Registered Investment Advisory firm - (9/15/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7889 Red Arrow Highway, Stevensville, MI 49127
Mailing Address
P.o. Box 198, Stevensville, MI 49127-0198
Phone number
(269) 982-2710
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 726 |
| AUM (Assets Under Management) | $ 193,684,474 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUE BLUE FINANCIAL, LLC
CRD#: 310841Stevensville, MI 49127TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
