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Lance Robert Larsen

Woodmen Financial Services, Inc.

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About Lance Robert Larsen

Lance Larsen is a financial professional with over 24 years of experience in the financial services industry. Lance is currently registered with Woodmen Financial Services, Inc. in Omaha, NE. Lance has previously held positions with Ameritas Investment Company, LLC, Transamerica Financial Advisors, Inc, Sammons Securities Company, LLC, Walnut Street Securities, Inc. and Conseco Equity Sales, Inc. Lance holds the Series 6, Series 26 and Series 63 licenses and is registered with the state of Iowa.

Firm Information

Lance Larsen is currently registered with Woodmen Financial Services, Inc.. Woodmen Financial Services, Inc. is a Corporation formed on July 11, 2001, and is registered in 39 jurisdictions, including the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

267

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Lance Larsen’s Registration & Firm History

NE

10/14/2022 - Present

Woodmen Financial Services, Inc. (OMAHA NE)

NE

10/05/2018 - 10/20/2022

AMERITAS INVESTMENT COMPANY, LLC (LINCOLN NE)

IA

11/14/2007 - 10/01/2018

TRANSAMERICA FINANCIAL ADVISORS, INC (CEDAR RAPIDS IA)

IA

02/09/2002 - 10/17/2007

SAMMONS SECURITIES COMPANY, LLC (WEST DES MOINES IA)

CA

12/13/1999 - 02/09/2002

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

IN

02/03/1998 - 09/21/1999

CONSECO EQUITY SALES, INC. (CARMEL IN)

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Licenses & Designations

BC

Issued 12/03/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lance Robert Larsen.
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