Lucas E. Nettles

REVO FINANCIAL

BARTLESVILLE, OK 74003

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CRD#: 7036336

Professional summary

Lucas Eli Nettles, CFP®, who also goes by Luke Eli Nettles, is a registered financial advisor currently at REVO FINANCIAL, LLC located in Bartlesville, Oklahoma.

Lucas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Lucas has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Luke Eli Nettles

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. INDEPENDENT INSURANCE AGENT, 117 W. 5TH ST. BARTLESVILLE, OK 74003. NOT INVESTMENT-RELATED. START DATE-3/20/19. RISK MANAGEMENT FOR FINANCIAL PLANNING. POSITION-INSURANCE PRODUCER. 10 HOURS WORKED PER MONTH ALL DURING SECURITIES TRADING HOURS. 2. CARRINGTON ADVISORS, 15770 NORTH DALLAS PKWY. S. 550, DALLAS, TX 75248. INVESTMENT-RELATED. START DATE-9/15/21. CONTRACT FINANCIAL PLANNER. 5-10 HOURS PER MONTH-MAY BE DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lucas Eli Nettles's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2021

Experience

Current

November 30, 2018 - Present

REVO FINANCIAL, LLC

Office #1: 117 W 5th Street Suite 402, Bartlesville, OK 74003

RIA

CRD#: 172646

BARTLESVILLE, OK

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".

REVO FINANCIAL, LLC

REVO FINANCIAL, LLC | REVO WEALTH MANAGEMENT

CRD#: 172646 / SEC#: 801-132034

RIA

Registered Investment Advisory firm - (2/24/2025 Approved)

Oklahoma

Registered Investment Advisory firm - (3/3/2025 Terminated)

Texas

Registered Investment Advisory firm - (2/26/2025 Termination Requested)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Oklahoma
(11/30/2018)

IAR

Texas
(11/30/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/30/2018

Uniform Investment Adviser Law Examination

Current Firm

REVO FINANCIAL, LLC

REVO FINANCIAL, LLC | REVO WEALTH MANAGEMENT

CRD#: 172646 / SEC#: 801-132034

RIA

Registered Investment Advisory firm - (2/24/2025 Approved)

Oklahoma

Registered Investment Advisory firm - (3/3/2025 Terminated)

Texas

Registered Investment Advisory firm - (2/26/2025 Termination Requested)

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Contact information

Main Address

117 W. 5th Street #402, Bartlesville, OK 74003

Mailing Address

Phone number

(918) 336-7877

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REVO FINANCIAL LLC ADV BROCHURE (8/23/2025)

Regulatory assets under management

Total Number of Accounts	190
AUM (Assets Under Management)	$ 118,570,330

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.

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Lucas E. Nettles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lucas Eli Nettles's CRS (Customer Relationship Summary).

Certified licenses

Experience

REVO FINANCIAL, LLC

Primary Firm SEC Registration

REVO FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/30/2018

Current Firm

REVO FINANCIAL, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REVO FINANCIAL, LLC

TRUST BUT VERIFY

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