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Lant W Webb

Stoker Ostler, A Part OF BMO Financial Group

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About Lant W Webb

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.

Firm Information

Lant Webb is currently registered with Stoker Ostler, A Part OF BMO Financial Group. Stoker Ostler is a wealth management firm based in Scottsdale, Arizona, that provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. The firm is a part of BMO Financial Group and has over 9 investment adviser representatives. They manage over $2.5 billion in regulatory assets under management.
Stoker Ostler, A Part OF BMO Financial Group

4900 N. SCOTTSDALE ROAD

SCOTTSDALE, AZ 85251

$2.56B

Assets Under Management

Not reported

Total Clients

14

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lant Webb’s Registration & Firm History

UT

08/29/2013 - Present

Stoker Ostler, A Part OF BMO Financial Group (SALT LAKE CITY UT)

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Licenses & Designations

IA

Issued 08/29/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lant W Webb.
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