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Lance Huebner

11 Years of Experience
Woodbury, MN
Broker

Lance Huebner is a registered investment advisor, based in Woodbury, MN, with 11 years of industry experience.

Location

724 Bielenberg Drive, Suite 102, Woodbury, MN, 55125

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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.

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Other Business Activities

Lance is the sole proprietor/owner of Cadlee Company, LLC, a rental property business in Woodbury, Minnesota, since April 2014. He spends minimal time on this activity after business hours.

Employment History
Current Registrations
Sanctuary Advisors, LLC
September 2025 - Present · 8 mos
Sanctuary Securities, INC.Broker
September 2025 - Present · 8 mos
Previous Registrations
Morgan Stanley
July 2014 - September 2025 · 11 yrs 2 mos
Morgan StanleyBroker
June 2014 - September 2025 · 11 yrs 3 mos
State Registrations2 states
MNWI
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.