Wealth Management Advisor

Joe Lucas

CFP, Registered Representative

101 N 15th St Ste A
Clarinda, IA 51632

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Meet Joe

Farm Bureau Advisor

At Farm Bureau Financial Services, we're about more than just wealth management - we're about you, your family, community, and those moments that matter most. As a Wealth Management Advisor, I help individuals, families, and businesses prepare for the future and protect what matters most by providing investment solutions, retirement services, and comprehensive financial planning to help you achieve your goals for the future. I can help customize your portfolio to fit your specific needs. I'm Joe Lucas from Clarinda, IA, and I look forward to working with you. It's your future. Let's protect it.®

For your investment and wealth management needs, call (712) 695-7010.

More about Joe

Talk to Joe Lucas About Financial Services Offered

Serving Clarinda, IA, and the surrounding area

Investments

Annuities, stocks & bonds, mutual funds, IRAs and more

Managed Accounts

We can provide personalized attention to help you adjust your portfolio anytime you need.

Planning Services

Retirement planning, college planning, estate planning, and more

Wealth Management

We'll help you to develop customized solutions to meet your needs now and for years to come.

Request a Meeting

You have goals. We can help.

Reaching your financial goals is possible – with the right help. I can help you create a plan to help ensure your decisions are moving you forward.

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Investments
Annuities, stocks & bonds, mutual funds, IRAs and more
Managed Accounts
We can provide personalized attention to help you adjust your portfolio anytime you need.
Planning Services
Retirement planning, college planning, estate planning, and more
Wealth Management
We'll help you to develop customized solutions to meet your needs now and for years to come.

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Joe Lucas

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