Lance Wordelmann is a registered investment advisor at Counterpoint Funds, based in Boynton Beach, FL, with 20 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $2.6B 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
Boynton Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Counterpoint Funds
Northern Lights Distributors, LLC
Northern Lights Distributors, LLCBroker
Previous Registrations
Counterpoint Asset Management LLC
Pacer Financial, INC.Broker
Pacer Advisors, INC.
Osprey Partners LLCBroker
Metric Advisors LLC
Amg Distributors, INC.Broker
Palmetto Advisory GroupBroker
Natixis Distributors, L.P.Broker
Mfs Fund Distributors, INC.Broker
Putnam Retail Management, INC.Broker
State Registrations3 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.