Lucas Thompson has been an investment adviser representative at Trillium Wealth since April 2026, and is not listed among the firm’s executive officers or direct owners.
Trillium Wealth LLC is a Winter Park, FL firm with $545M under management, 629 clients and 7 advisers across 6 offices, as of its July 2026 filing.
Lucas Thompson’s longest registration was under a year at Thrivent Investment Management Inc. (2024–2025). Before joining Trillium Wealth in 2026, Lucas Thompson was registered through CWM, LLC and Thrivent Investment Management Inc.
- Trillium Wealth LLCCurrent– present · under a yearYorkville, IL · Adviser representative · Firm CRD 341186
- CWM, LLC– · under a yearYorkville, IL · Adviser representative · Firm CRD 155344
- Thrivent Investment Management Inc.– · under a yearGeneva, IL · Adviser representative · Firm CRD 18387
Investment adviser representative registrations
Lucas Thompson is registered as an investment adviser representative in Illinois, since April 2026.
- IllinoisSince 30 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 August 2024 |
| Series 7TO | General Securities Representative Examination | 22 July 2024 |
| SIE | Securities Industry Essentials Examination | 18 June 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Lucas John Thompson
- CRD
- 7887570
- Firm
- Trillium Wealth · CRD 341186
- Office
- 2625 N Bridge Street, Yorkville, IL 60560
- Registration
- Investment adviser registration
- In the industry since
- August 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Lucas Thompson work?
Lucas Thompson is an investment adviser representative registered through Trillium Wealth LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Lucas Thompson a financial advisor?
Yes. Lucas Thompson has a current investment-adviser registration in Illinois, through Trillium Wealth since April 2026.
How many years of experience does Lucas Thompson have?
Lucas Thompson has 2 years in the financial industry, since August 2024, across 3 adviser firms.
What exams has Lucas Thompson passed?
Lucas Thompson has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in June 2024.
Where did Lucas Thompson work before Trillium Wealth?
Before Trillium Wealth, Lucas Thompson was registered through Thrivent Investment Management Inc., August 2024 to July 2025.
Where is Lucas Thompson based?
Lucas Thompson’s registered office is in Yorkville, IL.
Is Lucas Thompson registered with FINRA?
No. Lucas Thompson has no current broker registration.
How can I verify Lucas Thompson’s record?
Search CRD 7887570 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lucas Thompson’s full registration record.
