Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lane? Claim Your ProfileLane Schulz is an investment advisor representative at FBL Wealth Management, LLC in West Des Moines, Iowa. Lane is a Certified Financial Planner and a Chartered Financial Consultant. Lane has been in the financial industry since 2017. Lane holds a Series 7 and Series 63 license. Lane also holds a Series 65 license in several states. Lane provides investment advisory and financial planning services to individuals, corporations, charitable organizations, and insurance companies. Lane’s background is in insurance, so he provides a unique perspective to clients.
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.
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.
Third-party management fees
1
2
IA
09/02/2022 - Present
FBL Wealth Management, LLC (West Des Moines IA)
NE
05/24/2021 - 07/18/2022
LPL FINANCIAL LLC (BRUNING NE)
NE
10/02/2020 - 05/12/2021
THE STRATEGIC FINANCIAL ALLIANCE, INC. (Holdrege NE)
NE
03/28/2017 - 10/08/2020
SECURITIES AMERICA, INC. (HOLDREGE NE)
IA
Issued 07/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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