Lance Dieleman
Lance Dieleman is a PFS-designated registered investment advisor at Avantax Planning Partners, INC., based in Urbandale, IA, with 2 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8,371 clients with $6.9B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
10550 New York Avenue, Suite 100, Urbandale, IA, 50322
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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
Lance is an insurance agent with Avantax Insurance Agency, and an Investment Advisor Representative with Avantax Planning Partners. He is also a shareholder in S&U Real Estate LLC, Schuring & Uitermarkt Financial Services, Ltd., and Schuring & Uitermarkt PC dba Welgaard CPAs & Advisors, and a finance committee member for Urbandale Food Pantry; he spends nearly full-time at the CPA firm.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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