Lance Zimmerman
Lance Zimmerman is a registered investment advisor at M Holdings Securities, INC., based in Prairie Village, KS, 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 Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
3500 W. 75th Street, Suite 200, Prairie Village, KS, 66208
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lance is the Director of Retirement Plan Services at McInnes Group Inc., dedicating full-time hours to soliciting clients and managing 401(k) plan portfolios. He also owns/invests in Z3 Tea Company and is President of Z2 Holdings Corp., spending about 10-20% of his time and about a quarter of his time, respectively, on these ventures.
Employment History
Current Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
LPL Financial LLCBroker
Oneamerica Securities, INC.Broker
BMO Investment Distributors, LLCBroker
BMO Harris Financial Advisors, INC.Broker
M&i Financial Advisors, INCBroker
State Registrations13 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.