AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
LT

Lucas J. Thompson

TRILLIUM WEALTH
Yorkville, IL 60560
Some features on this profile are disabled
CRD#: 7887570
LT

Professional summary

Lucas John Thompson, who also goes by Luke John Thompson, is a registered financial advisor currently at TRILLIUM WEALTH LLC located in Yorkville, Illinois.

Lucas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Lucas has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Luke John Thompson

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) - RIA

Click below to view Lucas John Thompson'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

April 30, 2026 - Present

TRILLIUM WEALTH LLC

Office #1: 2625 N Bridge Street, Yorkville, IL 60560
RIA
CRD#: 341186
Yorkville, IL
Past

September 3, 2025 - May 1, 2026

CWM, LLC

RIA
CRD#: 155344
Yorkville, IL
Past

August 12, 2024 - July 24, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
Geneva, IL
Past

July 22, 2024 - July 24, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Geneva, IL

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
Illinois
(4/30/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/9/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/22/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/18/2024
Securities Industry Essentials Examination

Current Firm

TW
TRILLIUM WEALTH LLC
TRILLIUM WEALTH LLC

CRD#: 341186 / SEC#: 801-135712

RIA
Registered Investment Advisory firm - (3/26/2026 120-Day Approval)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
230 S New York Ave Suite 200, Winter Park, FL 32789
Mailing Address
Phone number
(321) 295-8492
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRILLIUM WEALTH LLC ADV 2A (2/26/2026)
0

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

TRILLIUM WEALTH LLC

CRD#: 341186Yorkville, IL 60560

TRUST BUT VERIFY

Monitor Lucas Thompson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

FC
Flavia CardozoAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
Naperville, IL
Matthew E Dollinger
Matthew DollingerAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
JOLIET, IL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.