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Bryce Howard Lanham

Retirement Planning Solutions, LLC

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About Bryce Howard Lanham

Bryce Howard Lanham is a financial advisor with Retirement Planning Solutions, LLC. Bryce has been working in the financial services industry since 2006. Bryce is licensed to provide financial advice in Kentucky and Texas. Bryce has a wide range of experience in the industry, including working with Cetera Advisor Networks, LLC, Silver Oak Securities, Inc. and Fifth Third Securities, Inc. Bryce holds the Series 7 and Series 66 licenses.

Firm Information

Bryce Lanham is currently registered with Retirement Planning Solutions, LLC. Retirement Planning Solutions, LLC is a financial advisor headquartered in LOUISVILLE, KY. The firm offers a variety of financial planning and portfolio management services, including financial planning, and portfolio management for individuals. The firm manages approximately $285,352,910 in assets for 2,018 clients. They primarily serve individuals and charitable organizations.
Retirement Planning Solutions, LLC

3432 STONY SPRING CIRCLE

LOUISVILLE, KY 40220

$285.35M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bryce Lanham’s Registration & Firm History

KY

06/06/2024 - Present

Retirement Planning Solutions, LLC (LOUISVILLE KY)

KY

11/03/2020 - 01/06/2024

SILVER OAK SECURITIES, INCORPORATED (Louisville KY)

KY

12/22/2016 - 11/13/2020

CETERA ADVISOR NETWORKS LLC (SHELBYVILLE KY)

KY

01/14/2014 - 11/17/2016

FIFTH THIRD SECURITIES, INC. (SHELBYVILLE KY)

OH

12/16/2013 - 01/02/2014

NATIONAL PLANNING CORPORATION (FAIRFIELD OH)

KY

01/14/2013 - 11/08/2013

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

FL

10/29/2008 - 01/03/2013

USAA FINANCIAL ADVISORS, INC. (TAMPA FL)

IN

06/22/2006 - 09/11/2008

CITIGROUP GLOBAL MARKETS INC. (LAFAYETTE IN)

IL

08/25/2005 - 06/26/2006

THRIVENT INVESTMENT MANAGEMENT INC. (JOLIET IL)

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Licenses & Designations

BOTH

Issued 09/23/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryce Howard Lanham.
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