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Lance Anthony Flannery

Grove Point Advisors, LLC

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About Lance Anthony Flannery

Lance Anthony Flannery is a financial advisor with Grove Point Advisors, LLC and Grove Point Investments, LLC. Lance has been in the financial services industry since June 2008. Lance holds the Series 6, 7, 63, and SIE licenses and is registered with the state of Minnesota. Lance specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and charitable organizations. Lance also offers pension consulting and educational seminars.

Firm Information

Lance Flannery is currently registered with Grove Point Advisors, LLC. Grove Point Advisors, LLC is a Rockville, MD-based financial advisor that provides financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $2.36 billion in client assets.
Grove Point Advisors, LLC

2440 RESEARCH BLVD

ROCKVILLE, MD 20850

$2.36B

Assets Under Management

6,735

Total Clients

274

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Lance Flannery’s Registration & Firm History

MN

04/01/2021 - Present

Grove Point Advisors, LLC (Chanhassen MN)

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Licenses & Designations

BC

Issued 07/24/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2015

Series 7 - General Securities Representative Examination

BC

Issued 06/06/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lance Anthony Flannery.
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