Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lance? Claim Your ProfileLance Grothe is a financial professional with over 27 years of experience in the industry. Lance is a Certified Financial Planner™ and is registered with Avantax Advisory Services in Bennett, Colorado. Lance's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. Lance is also a licensed insurance agent offering Equity Indexed Annuities through Avantax Insurance Agency LLC.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CO
01/01/1999 - Present
Avantax Advisory Services (Bennett CO)
BOTH
Issued 12/28/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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