Lance Steinke
Lance Steinke is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Wayzata, MN, with 27 years of industry experience. Lance is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
701 Lake Street E Ste 200, [Satellite], Wayzata, MN, 55391
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2009Other Business Activities
Lance owns a vacation rental condo in Granby, CO, dedicating minimal time to it. He also owns Steinke Financial Services LLC, a financial services firm, dedicating nearly full-time hours to it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
Financial Network Investment CorporationBroker
Rmjb, INC.Broker
Financial Network Investment CorporationBroker
State Registrations11 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.
Exams
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