Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grason? Claim Your ProfileGrason Lanz is an investment advisor representative registered with Valmark Advisers, Inc.. Grason has been in the financial industry since 2018. Previously, Grason Lanz was registered with Securian Financial Services, Inc.. Grason Lanz has passed the Series 7 and Series 66 exams and also holds the Securities Industry Essentials (SIE) designation. Grason is also registered in 11 states including Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Washington, and has a registration for Investment Advisor in California and Nevada. Grason Lanz has specializations in financial planning, pension consulting, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
07/18/2022 - Present
Valmark Advisers, Inc. (Irvine CA)
CA
03/08/2018 - 07/07/2022
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
BOTH
Issued 05/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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