Grason Lanz (CRD# 6743666) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Irvine, CA and has over 5 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valmark Advisers, Inc. | Akron, OH | Jul 2022 - Current | 1 |
| Valmark Securities, Inc. | Akron, OH | Jun 2022 - Current | 1 |
| Minnesota Life | St. Paul, MN | Oct 2018 - Current | 5 |
| Securian Financial Services Inc. | St. Paul, ME | Oct 2018 - Current | 5 |
| Tax And Financial Group | Newport Beach, CA | Oct 2018 - Current | 5 |
| Securian Financial Services Inc. | St Paul, MN | May 2017 - Oct 2018 | 1 |
| Tax And Financial Group | Newport Beach, CA | May 2017 - Oct 2018 | 1 |
| California State University Fullerton Parking And Transportation | Fullerton, CA | Jul 2015 - May 2017 | 1 |
| Full Time Education | Fullerton, CA | Aug 2013 - May 2017 | 3 |
| Piva Equipment Rental | Ramona, CA | Dec 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management7,030MILLIONS
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Total Number of Accounts17,262ACCOUNTS
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Average Account Value$407,229
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