Lance
Zimmerman
M Holdings Securities, Inc
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About this Advisor
Lance Zimmerman is a financial advisor based in Prairie Village, Kansas, working with M Holdings Securities, Inc. Lance has previously held positions at Bmo Harris Financial Advisors, Inc, Bmo Investment Distributors, LLC, Community First National Bank, Lpl Financial, LLC, Mcinnes Group Inc, Oneamerica Retirement Services, Oneamerica Securities, and M Holdings Securities. Lance has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas and Missouri. Currently, Lance is part of M Holdings Securities, Inc, which operates out of Prairie Village, Kansas. The firm has 105 offices and 706 employees. The firm manages assets totaling $4.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at M Holdings Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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M Holdings Securities, Inc Brokerage Details
$4,513,584,910
706
9,871
$457,257
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Lance Zimmerman Work History
Lpl Financial, LLC
Mcinnes Group Inc
M Holdings Securities
Community First National Bank
Bmo Investment Distributors, LLC
Oneamerica Retirement Services
Oneamerica Securities
Bmo Harris Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Lance Zimmerman 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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