Lance Wagner - Wealth Advisor in Montgomery

Logótipo de Lance Wagner - Wealth Advisor

Horário de funcionamento

Segunda-feira: 08:30 - 16:00
Terça-feira: 08:30 - 16:00
Quarta-feira: 08:30 - 16:00
Quinta-feira: 08:30 - 16:00
Sexta-feira: 08:30 - 16:00

M-F 8:30am-4pm, Sa-Su Closed

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Lance Wagner - Wealth Advisor Prestador de serviços

125 1st St S
56069 Montgomery

9527463114
https://www.frandseninvestm...
LWagner@frandsenbank.com

Descrição

Lance has been a financial advisor for over 22 years. He has been with Frandsen Investment Services for over 2 years and helps his clients through comprehensive planning design and strives for consistent benchmarking of progress to work toward the individual goals.

He brings with him an unparalleled level of experience and expertise in multiple disciplines including estate plan design, tax efficiency, tax avoidance, and income generation.

In his free time, Lance is passionate about the conservation of wildlife habitats - he is currently a member of Ducks Unlimited and Pheasants Forever. He enjoys hunting and fishing (he’s proud to be a tournament walleye fisherman!).