KL
CFP
KL
CFP

Kristen Rose Minder Lanning

21 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
355 clients
Average Client Portfolio
$410K average
Assets Under Management
$145.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$100
Loading...

Location

207 S. Mclean Street, Lincoln, IL, 62656

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 →
Employment History
Current Registrations
Pacesetter Financial Group, L.L.C.
November 2004 - Present · 21 yrs 3 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Kristen Rose Minder Lanning - Financial Advisor | TrueAdvisor