PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
LUCAS S PATTEN

Welfare broker

LUCAS S PATTEN

Mailing address (most recent filing)

165 SEWICKLEY FARM CIR

MARS, PA 16046

Total comp: $20K
Commissions: $19K
Fees: $437
Filings: 5
Sponsors: 5

Not enough current filings to build analytics for LUCAS S PATTEN.

No sponsors where LUCAS S PATTEN is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
LUCAS S PATTEN

Welfare broker

LUCAS S PATTEN

Mailing address (most recent filing)

165 SEWICKLEY FARM CIR

MARS, PA 16046

Total comp: $20K
Commissions: $19K
Fees: $437
Filings: 5
Sponsors: 5

Not enough current filings to build analytics for LUCAS S PATTEN.

No sponsors where LUCAS S PATTEN is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms