John Lanier
John Lanier is a ChFC-designated registered investment advisor at Mutual of Omaha Investor Services, INC., based in Glen Allen, VA, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 6,885 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MOIS offers investment management through third-party money managers and its own managed account services.
Third-Party Money Managers: Fees are a percentage of your portfolio, paid to the third-party manager, who then pays a portion to MOIS. MOIS's portion will not exceed 1.25%.
MOIS Managed Account Services: Fees are based on a percentage of your portfolio. The annual fee will not exceed 1.25% for Fund Strategist Portfolios (FSP), Separately Managed Accounts (SMA), or Unified Managed Accounts (UMA). The annual fee will not exceed 2.25% for Advisor as Portfolio Manager (APM) accounts. Fees are billed quarterly in advance.
Location
4870 Sadler Road, Ste 105, Glen Allen, VA, 23060
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2013Judgment / Lien
August 2011Other Business ActivitiesSells Insurance
John is an insurance agent since 2021, selling life, health, and annuity products, dedicating about 10-20% of his time. He is also a Vestry Member at Christ Episcopal Church since 2025, committing minimal time each month.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.