Lana Trofholz
Lana Trofholz is a registered investment advisor at Private Client Services, LLC, based in Omaha, NE, with 3 years of industry experience. Lana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
9802 Nicholas Street, Suite 315A, Omaha, NE, 68114
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Regulatory History
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 ActivitiesSells Insurance
Lana is an investment advisor representative with Keystone Financial Services, LLC and a registered representative with Private Client Services, LLC since January 2024, dedicating nearly all of her time to these roles. She is also an insurance agent/broker with Co-Op Insurance Agency and RF Brokerage, selling fixed insurance and group insurance, respectively, dedicating minimal time to each.
Employment History
Current Registrations
Private Client Services, LLCBroker
Keystone Financial Services, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Cetera Investment Advisers LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations1 state
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