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Lant W Webb is an investment advisor representative with Stoker Ostler, A Part Of BMO Financial Group. Lant has been in the industry since April 2010. Lant is registered with the state of Utah and Arizona. Lant specializes in providing financial planning, portfolio management for individuals, and educational seminars. Lant works with clients of all types, including individuals, high-net-worth individuals, and charitable organizations.
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.
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.
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UT
08/29/2013 - Present
Stoker Ostler, A Part OF BMO Financial Group (SALT LAKE CITY UT)
IA
Issued 08/29/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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