Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Dieleman is an investment advisor representative registered with Avantax Planning Partners, Inc. Lance is a Personal Financial Specialist who has been a shareholder of Schuring & Uitermarkt PC DBA Welgaard CPAs & Advisors since 2010. Lance offers financial planning, wealth management, and other financial services to clients.
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.
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IA
03/01/2024 - Present
Avantax Planning Partners, Inc. (Urbandale IA)
Active
Inactive
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