TL
Todd M. Lukasik
MSH CAPITAL ADVISORS LLC
Scottsdale, AZ 85255-7153
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CRD#: 7290830
TL
Professional summary
Todd Matthew Lukasik, who also goes by Lukasik Todd, is a registered financial advisor currently at MSH CAPITAL ADVISORS LLC located in Scottsdale, Arizona.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Todd has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lukasik Todd
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.
AUG 2020; CANDOR WEALTH ADVISORS LLC, SCOTTSDALE, AZ; INVESTMENT RELATED; WEALTH MANAGEMENT AND INVESTMENT MANAGEMENT; PARTNER/FOUNDER; INVESTMENT MANAGEMENT AND RELATED; DEVOTE 180 HRS/MONTH DURING MARKET HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Matthew Lukasik'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®
NoneExperience
Current
September 3, 2020 - Present
MSH CAPITAL ADVISORS LLC
Office #1: 23350 N Pima Road, Scottsdale, AZ 85255-7153RIA
CRD#: 157835
Scottsdale, AZ
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".
MC
MSH CAPITAL ADVISORS LLC
147TH GROUP | TROOP CAPITAL MANAGEMENT | THIEMAN INVESTMENTS | SUMMIT WEALTH ADVISORS | SILVERLEAF WEALTH ADVISORY | MSH CAPITAL ADVISORS LLC | FOUR PEAKS PLANNING AND INVESTMENTS LLC | CANDOR WEALTH ADVISORS LLC | BUCHANAN CAPITAL, INC. | BOWHAY INVESTMENTS LLC
CRD#: 157835 / SEC#: 801-108933
RIA
Registered Investment Advisory firm - (1/13/2017 Approved)Arizona
Registered Investment Advisory firm - (2/27/2018 Terminated)California
Registered Investment Advisory firm - (3/29/2018 Terminated)Maryland
Registered Investment Advisory firm - (1/12/2017 Terminated)New York
Registered Investment Advisory firm - (2/27/2018 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.Highlighted states indicate IAR registrations
IAR
Arizona(10/8/2020)
IAR
Colorado(9/3/2020)
Current Firm
MC
MSH CAPITAL ADVISORS LLC
147TH GROUP | TROOP CAPITAL MANAGEMENT | THIEMAN INVESTMENTS | SUMMIT WEALTH ADVISORS | SILVERLEAF WEALTH ADVISORY | MSH CAPITAL ADVISORS LLC | FOUR PEAKS PLANNING AND INVESTMENTS LLC | CANDOR WEALTH ADVISORS LLC | BUCHANAN CAPITAL, INC. | BOWHAY INVESTMENTS LLC
CRD#: 157835 / SEC#: 801-108933
RIA
Registered Investment Advisory firm - (1/13/2017 Approved)Arizona
Registered Investment Advisory firm - (2/27/2018 Terminated)California
Registered Investment Advisory firm - (3/29/2018 Terminated)Maryland
Registered Investment Advisory firm - (1/12/2017 Terminated)New York
Registered Investment Advisory firm - (2/27/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
23350 N Pima Road, Scottsdale, AZ 85255-7153
Mailing Address
Phone number
(480) 563-2021
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,077 |
| AUM (Assets Under Management) | $ 1,094,329,678 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
