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Lance Wagner - Wealth Advisor in Lakeville

Logo from Lance Wagner - Wealth Advisor

Opening hours

Monday
09:00 - 16:00
Tuesday
09:00 - 16:00
Wednesday
09:00 - 16:00
Thursday
09:00 - 16:00
Friday
09:00 - 16:00

M-F 9am-4pm, Sa-Su Closed

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Lance Wagner - Wealth Advisor Service provider

20280 Iberia Ave
55044 Lakeville

Description

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!).

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