Lucas Decker

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About Lucas Decker

Financial decisions can feel complicated. Lucas Decker helps individuals and families bring clarity to their finances, understand their options, and build a plan they feel confident putting into action.

As a CERTIFIED FINANCIAL PLANNER" professional, Lucas helps clients connect the decisions they make today with the life they want tomorrow. Whether preparing for retirement, balancing competing priorities, or navigating a major life change, he offers practical guidance tailored to their goals.

His approach starts with listening. Lucas takes time to understand what matters most, explains recommendations in plain language, and works alongside clients as their lives and priorities evolve. Clients can expect straightforward conversations, thoughtful advice, and a clear understanding of their next steps.

Before becoming a wealth advisor, Lucas worked in finance for the Air Force Materiel Command. He holds an MBA from Ohio Dominican University and lives in Charlotte with his wife and their four children. Outside the office, he enjoys exploring local trails, traveling with his family, and staying involved in the community.

See Disclosures

General Information

CRD#

6443527

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial

States Licensed in

AZ,CA,CT,DC,FL,GA,IN,MD,MI,NE,NJ,NY,NC,OH,PA,SC,TN,TX,VA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Wealth Advisor, Carnegie Private Wealth, DBA LPL Financial, Charlotte, NC - March 2025 to Present

Financial Advisor, Edward Jones, Charlotte, NC - May 2015 to March 2025

Financial Manager, Air Force Life Cycle Management Center - June 2014 to January 2015

Financial Analyst, Air Force Life Cycle Management Center, Dayton, OH - October 2012 to June 2014: Analysis of financial systems and reporting, including the reconciliation of Foreign Military Sales funds.

Budget Analyst, Air Force Life Cycle Management Center, Dayton, OH - June 2011 to September 2012: Budget analysis, including management of operation and maintenance funds and Foreign Military Sales travel funds; development and submission of financial statements; quarterly financial updates to leadership.

Work with the following types of clients

Individual Investors

Advisory Services Provided

Estate Planning & Trusts, Investment Advice & Management, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning

Compliance

Registered Representative

Investment Advisor Representative

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 7, Series 66

Firm Information

Firm's Number of Clients

1200

Assets Managed by Firm

$2,000,000,000

Compensation and Fees

Compensation Methods

Based on Assets, Commissions

Education

Bachelor of Science (B.S.) - Business Administration, Accounting, Economics

Ohio Dominican University
08/01/2007 -05/01/2011

MBA - Business Administration and Management, General

Ohio Dominican University
08/01/2011 -05/01/2013

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

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