CFP®

Senior Financial Advisor

LUCAS AND ASSOCIATES A financial advisory practice of Ameriprise Financial Services, Inc.

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Keith Lucas Ameriprise Financial Advisor
Address
56 Metric Dr
Tallmadge, OH 44278

Team Information


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(330) 633-9244
keith.m.lucas@ampf.com

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

More people come to Ameriprise for financial planning than any other company.1
  • An Ameriprise-associated financial advisor franchise
  • I am licensed and registered to conduct business in OH. Based on licenses and registrations I hold, I may also conduct certain business in AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, MI, MT, NY, PA, SC, TX, WV, OK.
Areas of Focus
  • Investment Advice
  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Saving for Education

Community Service
  • Tallmadge Chamber of Commerce - 2nd Vice President
  • Tallmadge Community Foundation - Fundraising
The Team

Judith R. Milvet

judith.r.milvet@ampf.com

56 Metric Dr
Tallmadge, OH 44278

Phone: 330-633-9244

Valerie L. Pace

valerie.l.pace@ampf.com

56 Metric Dr
Tallmadge, OH 44278

Phone: 330-633-9244

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the
U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing
certification requirements.
1. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec 31, 2006.