Grason
Lanz
Valmark Advisers, Inc
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About this Advisor
Grason Lanz is a financial advisor based in Irvine, California, working with Valmark Advisers, Inc. Grason has previously held positions at Securian Financial Services Inc, Tax And Financial Group, California State University Fullerton Parking And Transportation, Full Time Education, Piva Equipment Rental, Minnesota Life, Valmark Securities, Inc, and Valmark Advisers, Inc. Grason has passed the Series 66 regulatory exam and is registered to provide services in California and Nevada. Currently, Grason is part of Valmark Advisers, Inc, which operates out of Irvine, California. The firm has 156 offices and 260 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Valmark Advisers, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$7,029,587,820
260
17,262
$407,229
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Grason Lanz Work History
Valmark Securities, Inc
Valmark Advisers, Inc
Minnesota Life
Securian Financial Services Inc
Tax And Financial Group
Securian Financial Services Inc
Tax And Financial Group
California State University Fullerton Parking And Transportation
Full Time Education
Piva Equipment Rental
Disclosures
Please visit the SEC profile of Grason Lanz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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