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portrait of Lucas M Ladd
FINANCIAL ADVISOR

Lucas M Ladd

CFP®
824 East Main, Auburn, WA 98002opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Lucas

Experience and Background
I began my career in the financial services industry in 2005 and joined Edward Jones in 2017. As a science major in college, little did I know that I would find my calling in the most unlikely of places... Financial services! Now, more than 15 years later, I feel incredibly fortunate to have discovered a profession that brings me great personal fulfillment through service to others.

Our Client Experience
Our first priority is understanding what is most important to you. We believe in taking the time to truly understand your goals and values. I then use an established process to...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesMay 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of CA-San Diego-La JollaBachelor of Science

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Board Games
  • Traveling

Team Members

  • Andrea Gist
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(253) 833-7261

Fax

(888) 288-1730

Office Address

824 East Main
Auburn, WA 98002opens in a new window

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