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Camping in Mountains

Lucas Allen

Wealth Advisor

Wealth Advisor

Wealth Advisor

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Lucas Allen

Wealth Advisor

Office: 385.220.9858

Cell: 801.678.4266

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Luke is a wealth advisor at Rockwell Advisors. He brings a vast array of experience and knowledge to both the company and his clients. In 2007 while studying economics at the University of Utah, Luke began his career at one of the largest asset management and financial services firms. There he gained operational and service excellence. Most importantly, he learned that his passion is helping people simplify and optimize their financial lives.

Check Out Lucas Allen

He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. With a focus on building lasting relationships, Lucas is dedicated to providing clear, actionable advice.

Outside of the office, Lucas enjoys spending time with his family, golfing, and exploring the outdoors.

Dry Desert

Welcome to
Rockwell Advisors

3143 S 840 E Suite 306

St. George, UT   84790

701 N Green Valley Parkway Suite 204

Henderson, NV 89074

202 South Main Suite 4

Kaysville, UT 84037
 

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Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Rockwell Advisors are separate entities.

Barron’s “Top 100 RIA Firms” is based on assets managed, technology spending, staff diversity, succession planning and other metrics. Investor experience and returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s in exchange for the ranking. Barron’s publishes these rankings annually, most recently in September 2023.

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