Unclaimed
Lance Dallas Cornelius is an investment advisor representative with State Farm Investment Management Corp. Lance has been in the securities industry for over 13 years and is registered with the states of Iowa, Missouri, and Nebraska. Lance is a Chartered Financial Consultant. Lance specializes in working with individuals and investment companies. In addition to working as an investment advisor representative, Lance is also an insurance agent with Lance Cornelius's Insurance Agency and owns and operates a farming operation. Lance is active in the Shenandoah community, serving on the boards of the Shenandoah Iowa Educational Foundation and the Greater Shenandoah Foundation.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
IA
08/14/2018 - Present
State Farm Investment Management Corp. (Shenandoah IA)
BC
Issued 05/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lance Cornelius is the right advisor for you? Invested Better is here to help.