About Us
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is owned and operated by Advisor Financial Services, LLC.  

Contact Information:

Jerry Lucas, CEO
Advisor Financial Services, LLC

Mailing address: 3355 N Academy Blvd #244     Colorado Springs, CO 80917

Phone: (719) 591-0433

E-mail: Jerry_Lucas@msn.com     

Visit our financial education Website:  AdvisorFinancialServices.com

Free Seminars, Guest Speaker
We would be glad to do a free seminar or webinar on discount dental or discount medical  programs at your workplace, or for your club, group, association or apartment community in the Colorado Springs area.


Discount dental and discount medical programs provide member discounts and are not insurance.
Our legal disclosure information and website Terms of Use are posted at the top of this web page.

Privacy Policy Notice
We value your business and the trust you have placed in us.  We do not share your contact information with any outside parties, without your permission,  except where required by law.  Thank you. 


About Us:  Advisor Financial Services, LLC, was  founded by Jerry Lucas.  Jerry  is a former Principal Computer Design Engineer and worked for Digital Equipment Corporation for 23 years (acquired by Hewlett Packard/COMPAQ).  Jerry retired from the corporate world of engineering and decided to use his extensive financial knowledge to help other people achieve their financial goals.



Jerry has over 25 years of experience investing in stocks, options, mutual funds, oil and gas, and real estate.  He gained financial industry experience working for 4 years for several other financial firms before founding Advisor Financial Services.  He has been a member of the Financial Planning Association (FPA) and has served on the board of the local chapter as Secretary and Webmaster.  He has received numerous awards for his leadership and volunteer work in the community.  Thousands of students have attended his seminars on Managing Rental Property.



        About Jerry Lucas


    • Past Member, Financial Planning Association (FPA)
    • Past Member, FPA of Colorado
    • Past Board Member, Secretary and Webmaster, FPA of Southern Colorado
    • Volunteer, "Ask a Financial Advisor", KKTV call-in program
    • Past securities licenses earned: Series 6, 63, 65
    • Colorado insurance license: life, health, annuities
    • Past Treasurer, Colorado Apartment Association
    • Graduate, H&R Block Tax School
    • Experienced user, TurboTax, TurboTax for Business and Quicken software
    • Graduate, Leadership Pikes Peak
    • Graduate, Dale Carnegie Program
    • Business knowledge- corporations, LLCs, trusts
    • Real estate knowledge- investing, property management, 1031 exchange, trust deeds, tax liens
    • Graduate, Pristine Trading Method, professional stock trading strategies
    • Graduate, Optionetics training, professional options trading strategies
    • Seminar graduate, Denver Trading Group, technical analysis trading strategies
    • Experienced user, TeleChart (TC2000/TC2007), ChartSmart, technical analysis software for stocks and mutual funds
    • Developer, Market Tracker Wizardô computer model for investing
    • Experienced webmaster, HTML, e-commerce and eBay knowledge
    • Experienced user, Microsoft Office, FrontPage software
    • Former Principal Design Engineer, Digital Equipment Corporation
    • Studied at University of Pittsburgh, University of Massachusetts, University of Colorado
    • Past President, Apartment Association of Southern Colorado Springs (AASC)
    • Past National Chairman, Independent Rental Owners Committee (IROC), National Apartment Association
    • Instructor: Colorado Free University (Denver), AASC, Apartment Association of Metro Denver (AAMD), Colorado Springs School District 11, Colorado Springs Police Department (CSPD)
    • Taught award-winning classes and seminars to thousands of students
    • Advisor, Colorado Springs Police Department (CSPD)
    • Volunteer, as McGruff the Crime Dog, for CSPD
    • Community Crime Prevention awards, CSPD
    • Outstanding Public Service Award, CSPD
    • President's Award, AACS
    • Ethel Horton Award for Outstanding Dedication, AACS
    • Honorary Membership Award, AAMD
    • Multiple foreign language studies including Spanish, Russian, Chinese and Arabic

Use of this website, our contact information or our services confirms your agreement and acceptance of our 
Terms of Use
, Colorado No-Call List Act, Zero Tolerance Spam Agreement
WARNING TO TELEMARKETERS: The phone number shown is a cell phone and is listed on the National and Colorado No-Call Lists.
Soliciting, Pre-recorded Messages, Spam and Data Harvesting are EXPRESSLY PROHIBITED.  Violators will be prosecuted.
Copyright © 2007-2011 Advisor Financial Services, LLC.  All Rights Reserved.  Contact: Jerry Lucas, CEO