Lance Wordelmann
Investment adviser representative at Counterpoint Funds
10 yearsExperience
1 stateRegistered in
$3.2BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Counterpoint FundsFeb 2026 to now
- Counterpoint Mutual FundsJan 2026 to now
- Northern Lights Distributors, LLCFeb 2021 to now
- Cp Distributors, Inc.Jan 2021 to now
- UnemployedMay 2020 to Jan 2021
- Cfra ResearchNov 2019 to May 2020
- Pacer Financial, Inc.Jul 2017 to Oct 2019
- UnemployedApr 2017 to Jul 2017
- Osprey Partners, LLCSep 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Counterpoint Funds
Legal name: Counterpoint Mutual Funds, LLC
$3.2BAssets managed
5Clients
5Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4060182
- Firm CRD
- 172379