ML

Micheal D. Lucas

LUCAS RETIREMENT GROUP
ANTHEM, AZ 85086
Some features on this profile are disabled
CRD#: 5695141
ML

Professional summary


Micheal D Lucas II, who also goes by Michael Dean Lucas II, Michael Dean Lucas, Micheal Dean Lucas Ii, Micheal D Lucas, is a registered financial advisor currently at LUCAS RETIREMENT GROUP LLC located in Anthem, Arizona.

Micheal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Micheal has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Michael Dean Lucas Ii | Michael Dean Lucas | Micheal Dean Lucas Ii | Micheal D Lucas

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 Micheal D Lucas II'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®
None

Experience


Current

May 7, 2026 - Present

LUCAS RETIREMENT GROUP LLC

Office #1: 42210 N 41st Drive Suite 140, Anthem, AZ 85086
RIA
CRD#: 341225
ANTHEM, AZ
Past

March 20, 2023 - December 19, 2024

ELEVATED CAPITAL ADVISORS, LLC

RIA
CRD#: 226721
Anthem, AZ
Past

January 11, 2022 - January 26, 2023

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
Phoenix, AZ
Past

November 19, 2019 - August 2, 2021

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA
CRD#: 611
PHOENIX, AZ
Past

August 19, 2019 - August 2, 2021

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
PHOENIX, AZ
Past

March 3, 2014 - July 9, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SCOTTSDALE, AZ
Past

December 23, 2009 - October 18, 2013

NYLIFE SECURITIES LLC

BD
CRD#: 5167
SCOTTSDALE, AZ

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
Arizona
(5/7/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/15/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LR
LUCAS RETIREMENT GROUP LLC
LUCAS RETIREMENT GROUP LLC

CRD#: 341225 / SEC#:

Arizona
Registered Investment Advisory firm - (5/7/2026 Approved)
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Contact information


Main Address
42210 N 41st Drive Suite 140, Anthem, AZ 85086
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Red Flags


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Company Information


LUCAS RETIREMENT GROUP LLC

CRD#: 341225Anthem, AZ 85086

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