Lance Clauson, financial advisor Urbandale IA

Lance Clauson

CRD Number: 4430300
Current Firm: Global Retirement Partners LLC

Lance Clauson (CRD# 4430300) is an Investment Advisor Representative working at Global Retirement Partners LLC in Urbandale, IA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Global Retirement Partners, LLC San Rafael, CA Apr 2019 - Current 4
Strategic Retirement Partners Shorewood, IL May 2017 - Current 6
Kestra Financial, Inc. Urbandale, IA May 2017 - Apr 2019 1
Visionpoint Advisory Group Urbandale, IA Oct 2015 - May 2017 1
Group Benefits Ltd Urbandale, IA Jul 2015 - May 2017 1
Lpl Financial West Des Moines, IA Sep 2013 - May 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2001
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Lance J. Clauson
Phone Number: 415-526-2753
Registered State(s):
  • IA
  • KS
  • MO
  • NE
By the Numbers
  • Total Assets Under Management
    119,815
    MILLIONS
  • Total Number of Accounts
    25,479
    ACCOUNTS
  • Average Account Value
    $4,702,494
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
  • 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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