Our Qualifications
Lucas Johnson is the principal financial advisor at First Street Financial Advisors.
Lucas graduated from American University's School of Public Affairs in Washington, DC in 2007 with a degree in Communications, Legal Institutions, Economics, and Government (CLEG). During his time in Washington, DC, he completed a Congressional internship on Capitol Hill. Economics, finance, government became his main interest during college.
In addition to his university education, he successfully completed several courses from Florida State University's Financial Planning Program including Income Taxation, Investments, and Insurance Planning.
After completing his degree, Lucas started a small winery business outside of Union, Missouri. As the winery's president, he expanded the company from a wine business to an agri-tourism attraction business.
In 2014, he decided to start a financial advisory business. Lucas passed and currently holds the FINRA Series 7 (General Securities Representative) and Series 66 licenses (Uniform Combined State Law Examination). He is registered in the states of Missouri, Washington, and Texas. These licenses allow him to transact securities business and advise clients.
He is a qualified FINRA Non-Public Arbitrator (Independent Contractor Non-Employee).
His main investment interests are managed money, retirement planning, and college planning.
The benefits of working with First Street Financial Advisors is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to work toward a more confident financial future.