Adviser and broker representative · Osaic Wealth, Inc.
Lucas J. Wienk
CRD 7135864 · Sioux Falls, SD
At a glance
Lucas J. Wienk is an investment adviser representative with Osaic Wealth, Inc. in Sioux Falls, SD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lucas’s SEC record dates to 2021, about 4 years ago. Lucas is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Osaic Wealth, Inc.Since November 2021Sioux Falls, SD · $235B in regulatory assets
SEC adviser record
- Registered since
- 2021 (4 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- 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
- Locked
- 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
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 and FINRA BrokerCheck.
More at Osaic Wealth, Inc.
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- Tracy J. FlanaganSioux Falls
- Joseph D. FokkenSioux Falls
- Nicholas A. GarrySioux Falls · Personal Financial Specialist
- Steven J. GarrySioux Falls · Chartered Financial Consultant
- Jeffrey L. GreenSioux Falls · Certified Financial Planner
- Matthew W. GrimlieSioux Falls
- James M. HalversonSioux Falls
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