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Our financial advice team


Lucas Headley

Lucas Headley

CFP®, CRPC®, CLTC®, APMA®

Private Wealth Advisor

Managing Partner of
Shine Wealth
11
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.

Areas of focus

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

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.

Awards & recognition

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®

Education

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