Thomas Lanning (CRD# 5341471) is an Investment Advisor Representative working at Huntington Financial Advisors in Midland, MI and has over 10 years of experience in the finance industry.
CRD# 1031068
Cwm, LLC
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 3160022
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Huntington Investment Company | Midland, MI | Sep 2018 - Current | 5 |
| Isabella Bank | Midland,, MI | Dec 2016 - Aug 2018 | 1 |
| Fifth Third Bank | Bonita Springs, FL | Jan 2016 - Oct 2016 | < 1 |
| Fifth Third Securities | Bonita Springs, FL | Jan 2016 - Oct 2016 | < 1 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Jul 2015 - Jan 2016 | < 1 |
| Suntrust Bank | Punta Gorda, FL | Jun 2015 - Jan 2016 | < 1 |
| Unemployed | Freeland, MI | Dec 2014 - May 2015 | < 1 |
| Bank Of America, N.a. | Saginaw, MI | Jan 2014 - Nov 2014 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saginaw, MI | Oct 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- MI
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Total Assets Under Management5,197MILLIONS
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Total Number of Accounts32,956ACCOUNTS
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Average Account Value$157,688
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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