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LP

Lucas P. Prather

INVESTMENT PLANNERS
Shelbyville, IL 62565
CRD#: 7782777
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LP
Lucas Preston PratherINVESTMENT PLANNERS

Professional summary

Lucas Preston Prather is a registered financial professional currently at INVESTMENT PLANNERS, INC. located in Shelbyville, Illinois.

Lucas is registered as a RR (Registered Representative) and started their career in finance in 2026. Lucas has worked at 1 firm and has passed the Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lucas Preston Prather'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®
None

Experience

Current

February 14, 2026 - Present

INVESTMENT PLANNERS, INC.

Office #1: 304 E Main St., Shelbyville, IL 62565
BD
CRD#: 18557
Shelbyville, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 2/14/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/6/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

IP
INVESTMENT PLANNERS, INC.
INVESTMENT PLANNERS, INC. | PAL-STAR MANAGEMENT CORPORATION

CRD#: 18557 / SEC#: , 8-35642

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
226 W. Eldorado Street, Decatur, IL 62522
Mailing Address
P.o. Box 170, Decatur, IL 62525-0170
Phone number
(217) 425-6340
Established
Illinois since 02/01/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
KOSHINSKI, DAVID PAULCEO / FINOP1765543
CLOSSER, ALLEN BAYARDPRESIDENT1101000
FUERSTENBERG, LORI LEACHIEF COMPLIANCE OFFICER4023335
HANCOCK, MICHELLE SUZANNEROP4934512

Disclosures

Regulatory Event1
Arbitration1

Red Flags

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Company Information

INVESTMENT PLANNERS, INC.

CRD#: 18557Shelbyville, IL 62565

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