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Alan Bruce Lancz

ALAN B. LANCZ & ASSOCIATES, INC.·TOLEDO, Ohio
SIE, Series 6, Series 7, Series 22, Series 24, Series 63Clean record18 years registeredALAN B. LANCZ & ASSOCIATES, INC.
3435 N HOLLAND SYLVANIA RD, TOLEDO, OH 43615CRD# 731986Firm CRD# 105363

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Bruce Lancz · TOLEDO, OH
Registration
CRD #731986 · ALAN B. LANCZ & ASSOCIATES, INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

CRESCENT SECURITIES GROUP, INC.
Feb 2020 – present
ALAN B. LANCZ & ASSOCIATES, INC.
Mar 2008 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 22
Series 24
Series 63
Registration record
First registered · March 28, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALAN B. LANCZ & ASSOCIATES, INC.
CRD 105363 · SEC 801-24450
AUM
$162M
Regulatory assets under management
Employees
3
161 client accounts
Services offered by ALAN B. LANCZ & ASSOCIATES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at ALAN B. LANCZ & ASSOCIATES, INC. →
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05

Frequently Asked Questions

What services does Alan Bruce Lancz offer?
Alan Bruce Lancz specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in TOLEDO, Ohio for a consultation.
What are Alan Bruce Lancz's credentials?
Alan Bruce Lancz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Bruce Lancz located?
Alan Bruce Lancz is based in TOLEDO, Ohio, working with ALAN B. LANCZ & ASSOCIATES, INC.. Their office serves clients in the TOLEDO metropolitan area and surrounding communities.
How does Alan Bruce Lancz charge for services?
Alan Bruce Lancz's firm is compensated through percentage of aum, hourly charges, subscription fees, other: pooled funds based on fees in operating memorandum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALAN B. LANCZ & ASSOCIATES, INC.?
ALAN B. LANCZ & ASSOCIATES, INC. has approximately 3 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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