Lance McClelland, financial advisor Colorado Springs CO
93 score

Lance McClelland

CRD Number: 4452060
Current Firm: Usaa Financial Planning Services

Lance McClelland (CRD# 4452060) is an Investment Advisor Representative working at Usaa Financial Planning Services in Colorado Springs, CO and has over 5 years of experience in the finance industry.

Similar Advisors
Richard Fleming, financial advisor Colorado Springs CO
Richard A. Fleming
CRD# 4498348
Garrett Investment Advisors, LLC
Score
103
Similar Advisors
Johann Klaassen, financial advisor Colorado Springs CO
Johann A. Klaassen
CRD# 4280579
Horizons Sustainable Financial Services, Inc.
Score
103
Similar Advisors
Mary Brooks, financial advisor Colorado Springs CO
Mary A. Brooks
CRD# 1774304
Brooks Financial Planning
Score
101
Company Name Location Dates Years
Usaa Financial Planning Services, Inc. Colorado Springs, CO Apr 2013 - Current 3
Usaa Financial Advisors Inc. Colorado Springs, CO Jan 2011 - Current 5
Usaa Life Ins Co Colorado Springs, CO Jan 2011 - Apr 2013 2
Colorado Premium Insurance Colorado Springs, CO Mar 2009 - Dec 2010 1
Mutual/united Of Omaha Englewood, CO Feb 2001 - Jan 2010 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2011
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Lance R. McClelland
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Lance McClelland and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.