Lucas Nettles has been President / Chief Compliance Officer of Revo Financial since March 2024, is a control person of the firm and directly owns under 5% of it.
Revo Financial, LLC is a Bartlesville, OK firm with $135M under management, 166 clients and 2 advisers in one office, as of its September 2026 filing.
Lucas Nettles is Owner & President of Revo Financial. He is a personal financial planner and securities specialist who joined Revo in 2019. He provides risk management analysis, income planning, estate planning and various other financial planning services.
- Revo Financial, LLCCurrent– present · 7 yearsBartlesville, OK · Adviser representative · Firm CRD 172646
Professional designations
Listed by Revo Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Kingdom Advisor (CKA®)
Investment adviser representative registrations
Lucas Nettles is registered as an investment adviser representative in 2 states. Each was approved in November 2018.
- OklahomaSince 30 November 2018
- TexasSince 30 November 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 November 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Lucas Eli Nettles
- CRD
- 7036336
- Firm
- Revo Financial · CRD 172646
- Role
- President / Chief Compliance Officer
- Office
- 117 W 5TH STREET, SUITE 402, Bartlesville, OK 74003
- Registration
- Investment adviser registration
- In the industry since
- November 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- revofinancial.com
Where does Lucas Nettles work?
Lucas Nettles has been President / Chief Compliance Officer of Revo Financial, LLC since March 2024, and is a control person of the firm.
Is Lucas Nettles a financial advisor?
Yes. Lucas Nettles has a current investment-adviser registration in Oklahoma and Texas, through Revo Financial since November 2018.
How many years of experience does Lucas Nettles have?
Lucas Nettles has 7 years in the financial industry, since November 2018, across 1 adviser firm.
What exams has Lucas Nettles passed?
Lucas Nettles passed the Series 65 in November 2018.
Where is Lucas Nettles based?
Lucas Nettles’ registered office is in Bartlesville, OK.
Is Lucas Nettles registered with FINRA?
No. Lucas Nettles has no current broker registration.
Is Lucas Nettles a CFP?
Revo Financial lists Lucas Nettles with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Lucas Nettles, CFP® and CKA® biography, revofinancial.com
How can I verify Lucas Nettles’ record?
Search CRD 7036336 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lucas Nettles’ full registration record.
