Lucas Bucl has been working as a Principal, Director of Investment Management in Khc Wealth Management since 2010. Additionally, this person has an employment history at more than six companies in the relevant field. Lucas has a total work experience of nine+ years. Lucas Bucl studied at the Kansas State University from 1998 to 2003. Lucas has the following certificates: Certified Financial Planner™ and Certified Financial Planner Board of Standards. Now the professional lives in Overland Park, Kansas region. Find this expert's current email address and phone number with SoftwareOfficial search.
Name variants:
Luke Bucl
Contact Information
Last Update
Jul 13, 2022
Email
lb**@makinglifecount.com, lu**@gmail.com
Location
Overland Park, KS
Company
Workplace
Principal, Director of Investment Management
Overland Park, KS
Industry
Financial Services
Colleagues
Work History
Principal, Director of Investment Management
10000 College Blvd SUITE 260, Overland Park, KS 66210
from Oct 2010
Financial Planner
5200 west 73 St, Edina, MN
Lead Financial Planner: 2007
2010
Responsible for executing the day-to-day strategy and management for 45 clients
Lead the planning team and collaborate with team members to ensure clien...
Jun 2003 — Sep 2010
Director of Public Relations - Financial Planning Association of Minnesota
Mar 2008 — Dec 2008
Financial Aid Office Student Advisor
Gained mastery of the financial aid process for college students
Advised students and parents through the process of receiving financial assistance
Assisted students and parents in comple...
Jan 2001 — Jan 2003
Member
1290 Broadway SUITE 1625, Denver, CO 80203
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER (CFP®) professionals, educators, financial services professionals and st...
from 2003
Summer Intern
8117 Preston Rd SUITE 700, Dallas, TX 75225
Assisted planners in the production of individual financial plans
Observed client meetings and conference calls
Completed a compliance project to meet our broker/dealer's requirements
May 2002 — Aug 2002
Education
1998 — 2003
1994 — 1998
Occupations
Professor
School Principal
Executive
Director
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Planner
Manager
School Administrator
Educational Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Financial Management Analyst
Financial Services Sales Agent
Skills
Wealth Management
Personal Financial Planning
Investments
Retirement Planning
Human Capital Management
Estate Planning
Income Tax
Leadership
Financial Advisory
Finance
Financial Planning
Investment Management
Portfolio Management
Asset Management
Investment Advisory
Asset Allocation
Financial Analysis
Strategy
Risk Management
FAQs about Lucas Bucl
What's the main profession of Lucas Bucl?
This professional's job is Principal, Director of Investment Management
What are the main profession of The professional?
These person's professions are Professor and School Principal
Where does Lucas Bucl live?
Overland Park, Kansas is the place where Lucas Bucl currently lives
What is the expert's email?
Lucas's email is lb**@makinglifecount.com and lu**@gmail.com.
Where did Lucas Bucl work?
Lucas Bucl worked at Khc Wealth Management, Accredited Investors Wealth Management®.
Where has Lucas Bucl studied?
Lucas studied at the Kansas State University from 1998 to 2003.
What are the certifications of Lucas Bucl?
The professional received the following certifications: Certified Financial Planner™ and Certified Financial Planner Board of Standards.
What is professional industry that Lucas Bucl worked in?
This professional works in Financial Services industry.