Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lonnie? Claim Your ProfileLonnie McLane is an investment advisor representative at IP Financial Advisory Services LLC. Lonnie has been in the financial industry since March 1, 1992, and is registered with the state of Michigan and North Carolina. Lonnie holds the Series 6, Series 63, and Series 65 licenses, as well as the SIE. Lonnie's primary areas of focus include financial planning, pension consulting, portfolio management for businesses and individuals, and consulting services to qualified retirement plans.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
MI
01/23/2025 - Present
IP Financial Advisory Services LLC (Lapeer MI)
MI
10/24/1994 - 05/30/2017
SIGMA FINANCIAL CORPORATION (LAPEER MI)
MN
03/02/1992 - 11/02/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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