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Neil Gregory Lance

EDUCATOR'S FINANCIAL SERVICES, INC.·CAMBRIDGE, Minnesota
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1995 EAST RUM RIVER DRIVE S, CAMBRIDGE, MN 55008CRD# 2768092Firm CRD# 115211
01

About

Neil Gregory Lance is a registered financial advisor based in CAMBRIDGE, Minnesota, affiliated with EDUCATOR'S FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
EDUCATOR'S FINANCIAL SERVICES, INC.
AUM
$2.0B
Regulatory assets under management
Employees
59
Total firm employees
View all advisors at EDUCATOR'S FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2768092
Firm CRD# 115211
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Neil Gregory Lance offer?
Neil Gregory Lance specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CAMBRIDGE, Minnesota for a consultation.
What are Neil Gregory Lance's credentials?
Neil Gregory Lance is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Neil Gregory Lance located?
Neil Gregory Lance is based in CAMBRIDGE, Minnesota, working with EDUCATOR'S FINANCIAL SERVICES, INC.. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.
How does Neil Gregory Lance charge for services?
Neil Gregory Lance's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EDUCATOR'S FINANCIAL SERVICES, INC.?
EDUCATOR'S FINANCIAL SERVICES, INC. has approximately 59 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CAMBRIDGE
Kent Donald Schutte — ADVANCED ADVISOR GROUP, LLCDorothy Susan Fuller — ADVANCED ADVISOR GROUP, LLCLynn M Schutte — EDUCATOR'S FINANCIAL SERVICES, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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