LK
Lucas Kokubo
Clarkston, MI
Verified Identity
Vice President at
Wells Fargo Advisors Financial Network, LLC
Member Since
2026
Allow Me to Introduce Myself
Driven by creativity, discipline, and an unshakable work ethic, Lucas brings the same intensity to finance that once made him an NCAA Division I swimmer. After graduating from the University of Michigan with a degree in Economics, Lucas has made great strides in his career in the investment manageme...
One thing I want my clients to know about me is...
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Clientele
Business Owners
Businesswomen
High Net Worth Individuals
Wealthy Families
Corporate Executives
Doctors
Retirees
Entrepreneurs
Services Provided
Investment Management
Retirement Planning
Specialties and Expertise
Portfolio Construction
Retirement Income
High Net Worth Planning
Cash Flow Analysis
Tax Minimization Inv...
Credentials and Designations
Certified Investment Management Analyst®
Click to learn more
Pricing Models
Education
University of Michigan
Bachelor of Economics
Obtained in 2021
Advisor Links
Disclosures and Proof of License
SEC Profile
Advisor Disclosure
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC.
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Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Profile Last Updated: June 24, 2026