Lucas J. Bucl
ASPYRE WEALTH PARTNERS
Overland Park, KS 66210
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CRD#: 4552413
Professional summary
Lucas James Bucl, CFP® is a registered financial advisor currently at ASPYRE WEALTH PARTNERS located in Overland Park, Kansas.
Lucas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Lucas has worked at 1 firm .
Biography
Lucas Bucl has been active in the Financial Planning Association throughout his career. He is currently serving board for the Greater Kansas City chapter as the Director of Public Awareness. He has previously served in various other roles within the organization, including the Programs, Media Relations , and Public Relations committees.
Question & Answer
What are your service offerings?
Retirement Planning
Tax Planning
Education Planning
Estate Planning
Investment Planning
Insurance Planning
Debt Management
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Retirement Plan Investment Adv...
Women's Financial Planning Iss...
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Lucas James Bucl'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: 2005
Experience
Current
December 15, 2010 - Present
ASPYRE WEALTH PARTNERS
Office #1: 10000 College Blvd., Suite 260, Overland Park, KS 66210RIA
CRD#: 107212
Overland Park, KS
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".
ASPYRE WEALTH PARTNERS
ASPYRE WEALTH PARTNERS | KOESTEN HIRSCHMANN & CRABTREE, INC. | KHC WEALTH MANAGEMENT SERVICES | KHC WEALTH MANAGEMENT | KHC EXECUTIVE COACHING
CRD#: 107212 / SEC#: 801-57971
RIA
Registered Investment Advisory firm - (9/26/2000 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
Kansas(12/15/2010)
Exams
Current Firm
ASPYRE WEALTH PARTNERS
ASPYRE WEALTH PARTNERS | KOESTEN HIRSCHMANN & CRABTREE, INC. | KHC WEALTH MANAGEMENT SERVICES | KHC WEALTH MANAGEMENT | KHC EXECUTIVE COACHING
CRD#: 107212 / SEC#: 801-57971
RIA
Registered Investment Advisory firm - (9/26/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10000 College Blvd., Suite 260, Overland Park, KS 66210
Mailing Address
Phone number
(913) 345-1881
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,497 |
| AUM (Assets Under Management) | $ 669,262,255 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 01/24/2025 | ||
| 04/22/2024 | ||
| 01/20/2023 |
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
ASPYRE WEALTH PARTNERS
CRD#: 107212Overland Park, KS 66210TRUST BUT VERIFY
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