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JL
JL

Jason Matthew Lank

The Etf Store, INC.
18 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
The Etf Store, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
237 clients
Average Client Portfolio
$549K average
Assets Under Management
$130.2M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2M+0.75%

Fees are negotiable based on the level of service needed and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

7300 West 110th Street, Suite 870, Overland Park, KS, 66210

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2013
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jason operates as an insurance producer with ETF Store Financial Services LLC since 2013, offering a wide range of insurance solutions. This takes minimal time.

Employment History
Current Registrations
Novadius Wealth Management
January 2013 - Present · 13 yrs 1 mo
Previous Registrations
The Mutual Fund Store
February 2008 - December 2012 · 4 yrs 10 mos
Northwestern Mutual Investment Services,llc
June 2007 - February 2008 · 8 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.