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Lucas Headley, Private Wealth Advisor serving the Wayzata, MN area - Ameriprise Advisors

Lucas Headley

CFP®, CLTC®, APMA, CEPA®

Private Wealth Advisor

Shine Wealth
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Tax Planning Strategies
  • Insurance
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLTC® Certified Long Term Care
  • APMA™ Accredited Portfolio Management Advisor™
  • CEPA® Certified Exit Planning Advisor®

Education

  • Bachelor of Science, Finance, St. Cloud State University, St. Cloud, MN

Awards & recognition

  • Shine Wealth, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Client Experience Award, 2020
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2023

Interests

My greatest joy in life is spending time with my wife Ellie and son Lincoln. Born and raised in Minnesota, we fill our life outside of work with time in the outdoors. Throughout the year, you can typically find us on a lake - whether it is fishing, relaxing at our cabin, or canoeing in the boundary waters, we find the most peace simply being in the outdoors.