Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Zimmerman is a financial advisor with over 17 years of experience in the industry. Lance is registered with M Holdings Securities, Inc. and is currently licensed to provide financial advice in Kansas and Missouri. Prior to joining M Holdings Securities, Inc., Lance has held positions with several other financial institutions including OneAmerica Securities, Inc., BMO Harris Financial Advisors, Inc., and LPL Financial, LLC. Lance specializes in providing investment advisory services to individuals, businesses, and retirement plans. Lance is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
KS
02/01/2023 - Present
M Holdings Securities, Inc. (Prairie Village KS)
KS
02/14/2017 - 03/22/2017
LPL FINANCIAL LLC (FAIRWAY KS)
IN
10/02/2015 - 08/15/2016
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
MO
01/30/2015 - 10/01/2015
BMO INVESTMENT DISTRIBUTORS, LLC (Kansas City MO)
MO
08/01/2012 - 01/30/2015
BMO HARRIS FINANCIAL ADVISORS, INC. (KANSAS CITY MO)
MO
04/12/2005 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (KANSAS CITY MO)
IA
Issued 03/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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