Lance Grothe is a CFP, PFS-designated registered investment advisor, based in Bennett, CO, with 30 years of industry experience.
Location
690 E. Colfax Ave, Bennett, CO, 80102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lance is involved in several outside business activities, including tax preparation, serving as a Presbyterian minister, and managing commercial real estate. He also sells equity-indexed annuities through Avantax Insurance Agency.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 states
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