Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Wagner is a financial advisor with LPL Financial LLC. Lance has been in the financial industry since February 1999. Lance is registered as an Investment Advisor Representative in Minnesota. Lance is also registered as a Registered Representative in Arizona, California, Florida, Minnesota, North Dakota, Oklahoma, South Dakota and Wisconsin. Lance has a Series 7 license and a Series 63 license. Lance is a member of FINRA. In addition to his role at LPL Financial LLC, Lance also works for WAGNER MIDWEST INVESTMENTS, a business entity for tax/investment purposes only.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
01/21/2014 - Present
LPL Financial LLC (DUNDAS MN)
BC
Issued 02/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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