Lucas Anderson

Financial Advisor

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Experience financial resources directed by your values and toward your goals.

Check the background of this investment professional on FINRA’s BrokerCheck.

Lucas Anderson

Financial Advisor

Handshake

Experience financial resources directed by your values and toward your goals.

About

Lucas combines a transparent, upfront demeanor with a hands-on approach to help guide his clients toward their financial goals. He enjoys working with ambitious and passionate individuals and families who are simply seeking guidance in their financial lives, and who are looking for someone who can lead them down the right path.

Lucas originates from Burlington, Iowa. Growing up, he observed the burden and complexities that financial matters can present and was determined to alleviate that burden in others around him. As such, driven by his natural entrepreneurial spirit, he enrolled at the University of Iowa in Iowa City as an entrepreneurial student.

Upon graduating from college, he moved across the country and accepted a financial advising position with North Star’s Scottsdale, Ariz. office. In this role, he emphasizes acting in the best interests of the client as he helps them realize their most impressive financial dreams yet.

Today, Lucas resides in Scottsdale. In his free time, he enjoys music, traveling, and anything that channels his entrepreneurial passion. He is also a frequent speaker, hosting webinars and seminars designed to help others learn more about the principles of finance.

Services

  • Comprehensive fee-based financial planning
  • Investments
  • Risk management

Advisor team

McKenna Stephens, CFP®, CLTC, CDFA®
McKenna Stephens, CFP®, CLTC, CDFA®

Financial Advisor

North Star specialist team

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Christina Church
Christina Church

Insurance Consultant

Max Miller
Max Miller

Disability Insurance Consultant

Steven Vacinek, CIMA
Steven Vacinek, CIMA

Director of Investments

Contact

    Scottsdale, AZ

    6720 N. Scottsdale Road
    Suite 290
    Scottsdale, AZ 85253

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    Investment advisor representative of Cetera Advisor Networks, LLC.