Broker Check

Ed Lucero

Ed Lucero, AAMS®

Registered Representative &
Investment Adviser Representative of Lincoln Investment Planning, LLC.

 

Ed has been licensed since 1994. He is a General Securities Representative (FINRA Series, 6, 63 and 7), Registered Principal (FINRA Series 24), and Investment Adviser Representative (FINRA Series 65). He hold licenses in Life and Health Insurance.

His main thrust is to help clients identify financial goals that are realistic for their situation accompanied by investment planning that fits their needs and resources. 

Services Offered

  • Personal financial consultation and planning
  • Retirement Planning
  • Asset Management Services

Ed graduated in 1964 from Eastern Washington University with a BA in Mathematics Education. In 1970, he graduated from Seattle University with an MA in Education. He has taught math in the public schools and at the community college level as well as coached football for a long time. Ed worked in logging and heavy construction during the summers and most notably worked in Alaska as a commercial fisherman for 17 summers. 

He and his wife Donna have lived in Snohomish since 1973 amid pets that have included miniature horses, goats, and sometimes chickens. They have raised four kids and are now enjoying their grandkids.