Lance Wexler, financial advisor Santa Cruz CA

Lance Wexler

CRD Number: 2543364
Current Firm: Nexus Wealth Advisors, LLC

Lance Wexler (CRD# 2543364) is an Investment Advisor Representative working at Nexus Wealth Advisors, LLC in Santa Cruz, CA and has over 21 years of experience in the finance industry.

 

Through comprehensive financial planning and fee-only investment management, we help people get clarity about their financial future and put in place actionable strategies to improve their results.  

We help individuals, business owners, pre-retirees, and retirees strip the stress from money and the future so they can focus on living life fully and doing what they love. A locally owned company, Nexus Wealth Advisors was created with the intent of crafting a financial services firm that provides clients with clarity, coordination, transparency, and exceptional care around preserving and growing wealth.  Our vision is that our work generates ripples of peace, prosperity, and capacity for love and positive change in our community.

As "fiduciary" advisors, we operate under a different and higher standard of responsibility to clients than any other type of financial advisor. As an independent registered investment advisor (RIA), we are not obliged, incented or restricted and instead are free to recommend financial and investment strategies that are purely in our clients' best interest.

Lance is a local business owner, family man, philanthropist, and ocean loving artist.

Lance was originally securities licensed in 1994 when he worked for Lincoln Financial Group. An entrepreneur at heart, Lance has created several companies including: American Life Solutions, Coastline Funding Group, and ROI By Design. Prior to forming Nexus Wealth Advisors in 2013, he was a financial advisor with Waddell & Reed, Inc.  There he excelled as a top producer earning a position in the exclusive Gold Medalist Program and Circle of Champions. Lance holds a degree in Economics from UCSC.

Lance lives in Scotts Valley with his wife and two children. He is honored to be board treasurer of both CASA of Santa Cruz County and The Coastal Watershed Council. He has a passion for nature, the ocean in particular, and is a member of the U.S. Coast Guard Auxiliary. His favorite activities include: exploring and discovering with his children, tennis, surfing, sculpting stone, and connecting with people.

 

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Company Name Location Dates Years
Nexus Wealth Advisors, LLC Santa Cruz, CA Aug 2013 - Current 7
Waddell And Reed, Inc. Santa Cruz, CA Apr 2010 - Aug 2013 3
Lance Wexler Santa Cruz, CA Nov 2006 - Jul 2011 4
American Life Solutions Santa Cruz, CA Dec 2006 - Jun 2010 3
Waters Fund Management Santa Cruz, CA Dec 2004 - Dec 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1994
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Lance A. Wexler
Phone Number: 831-476-5210
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    43
    MILLIONS
  • Total Number of Accounts
    381
    ACCOUNTS
  • Average Account Value
    $112,953
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA

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