Lance Wiley, financial advisor Springfield MO

Lance Wiley

CRD Number: 2490335
Current Firm: Edward Jones

Lance Wiley (CRD# 2490335) is an Investment Advisor Representative working at Edward Jones in Springfield, MO and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO May 2022 - Current 1
Thrivent Financial Appleton, WI Sep 2016 - May 2022 5
Thrivent Investment Management Inc. Springfield, MO Jun 2016 - May 2022 5
Farmers Springfield, MO Mar 2016 - May 2016 < 1
Farmers Financial Solutions Springfield, MO Mar 2016 - May 2016 < 1
Farmers Springfield, MO Mar 2016 - May 2016 < 1
Equitrust Marketing Serv LLC West Des Moines, IA Jan 2006 - Mar 2016 10
Farm Bureau Jefferson City, MO Jul 2005 - Mar 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1994
S65 NASAA Investment Advisors Law Examination Sep 2016
Contact Info for Lance Wiley
Phone Number: 314-515-2000
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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