Lucas M Barton
Investment Adviser Representative at Creative Planning Institutional Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lucas M. Barton is an investment adviser representative with Sageview Advisory Group, LLC in Soutlake, TX, where they have been registered since 2018. They have worked in the securities industry since 2006 and have been registered with 3 firms, including Lockton Investment Advisors, LLC and Citigroup Global Markets Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Lockton Companies, LLCOct 2008 – Dec 2018Dallas, TX
- Lockton Investment Advisors, LLCOct 2008 – Dec 2018Dallas, TX
- Lockton Financial Advisors, LLCOct 2008 – Dec 2018Dallas, TX
- Creative Planning Institutional Advisors, LLCSep 2018 – no end date reportedNewport Beach, CA
- Cetera Advisor NetworksDec 2018 – Jul 2022El Segundo, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Creative Planning Institutional Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 98
- Offices listed on AdvisorFinder:
- 32
- Main office:
- Newport Beach, CA
- SEC file number:
- 801-64265
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 25, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lucas M Barton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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