Call 1.866.825.3005 for more information
- Qualifications Series 65
- Date of Birth June 17, 1975
- Job Title Trust & Estate Specialist
- Industry Financial Services
- Investment Experience 7 years as a self-directed investor
Lucas Krupinski
Investment Advisor
Lucas works full time in the field of trusts and estates. He became more and more interested in investment management, so after a bit of self-directed study he formed a state (Florida) Registered Investment Advisory.
Investment style
I read newspaper articles and reputable finance websites to get ideas. I go through company balance sheets and income statements thoroughly, and if anything catches my interest I make determinations from there.
How I got started
I put money into an Etrade account, bought a few shares of Altria (maybe it was Phillip Morris back then), and when the first dividend showed up in my account, realized there was some potential here…
Personal Interests
Art, travel, current events, politics, live music.
Important info
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Personal Track Record returns are calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. More
Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.