Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Clauson is an investment advisor representative associated with Wellth Advisory Services, LLC and has been in the industry for over 22 years. Lance has a strong track record of experience in the financial services industry, including previous roles at KESTRA INVESTMENT SERVICES, LLC, LPL FINANCIAL LLC, SECURIAN FINANCIAL SERVICES, INC., VSR FINANCIAL SERVICES, INC., and NYLIFE SECURITIES INC. Lance holds the Series 6, 7, 63, and 66 securities licenses. Lance specializes in portfolio management, financial planning, and pension consulting services.
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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IL
07/24/2024 - Present
Wellth Advisory Services, LLC (SHOREWOOD IL)
IA
05/30/2017 - 04/01/2019
KESTRA INVESTMENT SERVICES, LLC (Urbandale IA)
IA
09/30/2013 - 05/15/2015
LPL FINANCIAL LLC (WEST DES MOINES IA)
IA
10/11/2005 - 10/01/2013
SECURIAN FINANCIAL SERVICES, INC. (WEST DES MOINES IA)
KS
08/01/2003 - 06/14/2004
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
NY
08/07/2001 - 08/19/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 12/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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