Lance Jonathan Clauson
Investment adviser representative at Wellth Advisory Services, LLC
11 yearsExperience
4 statesRegistered in
$26.7BFirm assets
2 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Wellth Advisory Services, LLCJun 2024 to now
- Strategic Retirement PartnersMay 2017 to now
- Global Retirement Partners, LLCApr 2019 to Jun 2024
- Kestra Financial, Inc.May 2017 to Apr 2019
- Visionpoint Advisory GroupOct 2015 to May 2017
- Group Benefits LtdJul 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 4 states (IA, KS, MO, NE).
Wellth Advisory Services, LLC
$26.7BAssets managed
3,887Clients
74Advisers
2 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
- 4430300
- Firm CRD
- 330537