Lucas G. Dengler

Financial Advisor Associate
Client Fulfillment Manager

Lucas brings experience, dedication, and fresh energy to both his role as Financial Advisor Associate and as Client Fulfillment Manager at The Advisory Group, Inc.. Known for his genuine approach and personalized financial planning, Lucas ensures every client feels valued and understood. A natural listener, Lucas’s expertise in financial planning, coupled with his caring and approachable demeanor, perfectly aligns with TAG’s values. He is passionate about empowering clients with the knowledge and tools they need to achieve financial independence, making him a trusted partner in their financial journeys.

Let’s Talk About Your Future

Your financial goals deserve a thoughtful approach. Whether you’re planning for retirement, growing wealth, or managing life changes, we’re here to help. Schedule a complimentary consultation and start building a strategy that aligns with your vision.

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Check the background of your financial professional on FINRA’s BrokerCheck

Brian Nauman IA Insurance License No.266151 Bradley Nauman IA Insurance Lic No.19873794. Lucas Dengler IA Insurance License No. 19220122. Representatives registered with and offer only securities and advisory service through PlanMember Securities Corporation, a registered broker/dealer, investment advisor, and member FINRA/SIPC.

The Advisory Group, Inc. and PlanMember Securities Corporation are independently owned and operated.

Investors should carefully consider the investment objectives, risks, charges, and expenses of a mutual fund before investing. This and other important information is contained in the prospectuses or summary prospectuses, which can be obtained from the financial professional for your plan and should be read carefully before investing. All investments may involve risk, including possible loss of principal. Asset allocation or the use of an advisor does not ensure a profit or guarantee against loss.

Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.

Lucas G. Dengler

Financial Advisor Associate Client Fulfillment Manager

Let’s Talk About Your Future

Fresh Insights, Direct to You.

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Financial Advisor Associate
Client Fulfillment Manager