Lance Alan Zimmerman
Investment adviser representative at M Holdings Securities, Inc.
1 yearExperience
2 statesRegistered in
$3.2BFirm assets
26 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
1 year in the industry.
- M Holdings Securities, Inc.Mar 2017 to now
- Mcinnes Group Inc.Jan 2017 to now
- LPL Financial, LLCFeb 2017 to Mar 2017
- Community First National BankSep 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
M Holdings Securities, Inc.
$3.2BAssets managed
4,513Clients
172Advisers
26 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
- 4855394
- Firm CRD
- 43285