LL
CFP
LL
CFP

Lance Lechtenberg

23 Years of Experience
El Dorado, KS
Broker

Lance Lechtenberg is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in El Dorado, KS, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

613 Main Street, El Dorado, KS, 67042

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Lance owns and operates a ranch, raising and selling beef cattle, dedicating about 10-20% of his time. He also owns LJ Lechtenberg Investments LLC, which currently holds cash and previously owned commercial office space, and LJ Lechtenberg Strategic Financial Partners LLC, where he spends nearly full-time operating all aspects of the financial planning business.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2020 - Present · 5 yrs 8 mos
Raymond James Financial Services Advisors, INC
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Edward Jones
June 2007 - September 2020 · 13 yrs 3 mos
Edward JonesBroker
October 2002 - September 2020 · 17 yrs 11 mos
State Registrations22 states
AKARAZCACOCTFLGAIAINKSMEMNMOMSNENHOKORSDTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Lance Lechtenberg - Financial Advisor | TrueAdvisor