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Lucas Isaacson

Advisor at Think Wealth Management

Updated today

Location

Iron River, MI 49935

Credentials

Series 65

Industry experience

< 1 year

About

Lucas Isaacson is a financial advisor at Think Wealth Management in Iron River, MI, holding a Series 65 designation with one year of industry experience. His background includes roles at Isaacson Tax & Accounting, The Miners State Bank, and teaching positions at the University of Wisconsin-Green Bay and Michigan Technological University. Think Wealth Management provides investment advisory and pension consulting services to individuals, pension plans, charitable organizations, and businesses. The firm customizes portfolios based on client goals and risk tolerance, employing both long- and short-term trading strategies and offering discretionary and non-discretionary management.

Client services

Based on Think Wealth Management

Financial planning Portfolio management Pension consulting

Expertise

Based on Think Wealth Management

Annuities Real estate investing

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Fee options

Percentage

$0 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.00% $10,000,001+: Negotiable

Location

331 W. Genesee St.

Iron River, MI 49935

Most active in

Michigan

Work history

Think Financial Strategies, LLC

2025 - Present (1 year)

Isaacson Tax & Accounting

2025 - 2025 (1 year)

Isaacson Tax & Accounting

2024 - 2024 (1 year)

Isaacson Tax & Accounting

2023 - 2023 (1 year)

University of Wisconsin- Green Bay

2022 - 2025 (3 years)

Isaacson Tax & Accounting

2022 - 2022 (1 year)

Michigan Technological University

2021 - 2021 (1 year)

Isaacson Tax & Accounting

2020 - 2021 (1 year)

The Miners State Bank

2020 - 2025 (5 years)

West Iron County Public Schools

2008 - 2021 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ryan M

Series 66

Iron River, MI

LPL Financial

Ryan Meske is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has previously worked at First National Bank & Trust and Miners State Bank. In addition to his advisory work, he is a commissioned notary in the state of Michigan. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of product and service options.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Dean K

Series 66

Iron River, MI

Thrivent Investment Management

Dean Kaczorowski is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has 23 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Kaczorowski serves as a corporation member of Bellin Gunderson Health System, providing advisory support and participating in board elections. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning. The firm provides written recommendations on a broad range of topics without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Business ownership considerations
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Jaymes A

Series 66

Iron River, MI

Edward Jones

Jaymes Aldrich is a Series 66 licensed financial advisor with Edward Jones in Iron River, MI, bringing four years of industry experience. Prior to joining Edward Jones in 2021, he worked for River Valley Bank/Incrediblebank for five years and spent a year with Artisan Floral Events by Saley. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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