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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Level Up Financial Planning, LLC

Lucas A. Casarez

CRD 6432202 · Timnath, CO

At a glance

Lucas A. Casarez is an investment adviser representative with Level Up Financial Planning, LLC in Timnath, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lucas’s SEC record dates to 2015, about 10 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

  • Level Up Financial Planning, LLCSince January 2023Timnath, CO · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2015 (10 years)
Designations
Certified Financial Planner
Exams
Series 66
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Lucas’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
3 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.