Lucas Hatridge
Financial Advisor
Lucas helps individuals, families, and business owners create personalized,
goals-based financial plans that align with what matters most to them. His
approach covers a wide range of strategies—from investment and retirement
planning to small business retirement solutions such as 401(k), SIMPLE IRA, and
SEP IRA plans—offering clear, actionable guidance to help clients stay on track
and make confident financial decisions. Lucas graduated from Grand Valley
State University with a Bachelor of Business Administration in Finance.
LICENSES & DESIGNATIONS
FINRA Series 6- Investment Company/Variable Contracts Products Examination
FINRA Series 7 - General Securities Representative Examination
FINRA Series 65 - Uniform Investment Adviser Law Examination
FINRA Series 63 - Uniform Securities Agent State Law Examination
SIE - Securities Industry Essentials Examination
EDUCATION
Bachelor of Business Administration in Finance – Grand Valley State University