Lucas A. Flick

Lucas Flick is a Financial Advisor with Baird, serving multigenerational families, high-net-worth individuals, business owners and entrepreneurs, and corporate executives. He holds a Bachelor of Science in Finance from Oregon State University and completed Baird’s rigorous Financial Advisor Training Program in December 2025 before joining The Flick Fuller Group. 

Lucas delivers strategic, comprehensive wealth management grounded in clarity, discipline, and long-term vision. He partners closely with clients to build and preserve wealth across generations, helping them make confident decisions in an increasingly complex financial landscape. His advisory approach centers on advanced financial planning including: 

• Goal-based wealth planning
• Estate and wealth transfer strategies
• Tax-aware investment planning
• Risk management and asset protection
• Business succession planning

Lucas is committed to earning his CFP® certification, reinforcing his dedication to the highest professional and ethical standards in financial advice. Known for his direct communication style and client-first mindset, he focuses on delivering thoughtful guidance, measurable outcomes, and enduring relationships built on trust and transparency.  

_{CFP Board owns the marks CFP®, CERTIFIED FINANIAL PLANNER® and CFP® (with plaque design) in the U.S.}