Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Knaack is a financial advisor who has been in the industry since 2010. Lance holds Series 6 and SIE licenses and is also a Certified Financial Planner. Lance is currently affiliated with Syverson Strege in West Des Moines, Iowa. Previously, Lance has also been registered with VOYA FINANCIAL PARTNERS, LLC and DIRECTED SERVICES LLC. Lance has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Selection of other advisers through third party
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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2
IA
05/02/2023 - Present
Syverson Strege (WEST DES MOINES IA)
IA
05/31/2018 - 07/27/2020
VOYA FINANCIAL PARTNERS, LLC (DES MOINES IA)
IA
07/09/2010 - 06/24/2018
DIRECTED SERVICES LLC (DES MOINES IA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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