Lance Zimmerman (CRD# 4855394) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Prairie Village, KS and has over 18 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M Holdings Securities | Portland, OR | Mar 2017 - Current | 7 |
| Lpl Financial, LLC | Fairway, KS | Feb 2017 - Current | 7 |
| Mcinnes Group Inc. | Fairway, KS | Jan 2017 - Current | 7 |
| Community First National Bank | Overland Park, KS | Sep 2016 - Jan 2017 | < 1 |
| Oneamerica Securities | Kansas City, MO | Oct 2015 - Jul 2016 | < 1 |
| Oneamerica Retirement Services | Kansas City, MO | Oct 2015 - Jul 2016 | < 1 |
| Bmo Investment Distributors, LLC | Kansas City, MO | Jan 2015 - Oct 2015 | < 1 |
| Bmo Harris Financial Advisors, Inc. | Kansas City, MO | Aug 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2005 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
- KS
- MO
-
Total Assets Under Management4,514MILLIONS
-
Total Number of Accounts9,871ACCOUNTS
-
Average Account Value$457,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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