Dundas

Lance Wagner Jenny Karline  
 
Wealth Advisor LPL Registered Administrative Assistant
email Lance email Jenny
952.746.3114 651.242.5739

 

Lance brings years of experience guiding families, small businesses, trusts and estates to make sure financial goals are defined and achieved.    He takes the time to know each client and understand their unique relationship with money.   Helping them work toward developing a retirement savings plan, constructing investment portfolios, managing retirement cash flow and designing legacy plans for their families.  Lance works to ensure that financial milestones are on the right track and unforeseen problems are addressed so the client can work toward a successful outcome.

The outdoors is where Lance spends most of his free time.  He is passionate about teaching youth to hunt, fish and explore the great outdoors.  He is an active Ducks Unlimited and Pheasant Forever volunteer. He also co-hosts an annual youth hunt in North Dakota.  Feel free to ask about his latest adventure and don’t be surprised if he invites you along.

Lance believes investing for retirement is a daily activity, no different from waking up and getting your day started.  It begins with a small task: saving, which over time creates a good habit, which hopefully leads to success. In today’s financial world the path is littered with complexity, confusing jargon and a never ending tax code, but the basics never change:  Start the Journey, Stick to the Path, and Find a Good Guide.


FINRA | SIPC

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Frandsen Bank & Trust and Frandsen Investment Services are not registered as a broker-dealer or investment advisor. Registered representative of LPL offer products and services using Frandsen Investment Services and may also be employees of Frandsen Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate of entities from, and not affiliates of, Frandsen Bank & Trust or Frandsen Investment Services. Securities and insurance offered through LPL or its affiliates are:
 

 

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