Verified
Jason Lank is a financial professional with over 25 years of experience in the financial services industry. Jason is currently registered with The ETF Store, Inc., and is also an insurance producer with ETF Store Financial Services LLC. Jason has a wide range of experience and is committed to providing clients with personalized financial advice and guidance.
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.
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
KS
12/12/2021 - Present
THE ETF Store, Inc. (OVERLAND PARK KS)
KS
02/02/1993 - 02/12/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OVERLAND PARK KS)
WI
02/25/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 05/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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