Lance Kenneth james Harder
Investment adviser representative at Grp Retirement Planning
12 yearsExperience
1 stateRegistered in
$155.3MFirm assets
1 yearFirm 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
- Seminars and workshops
Experience
12 years in the industry.
- Grp Retirement PlanningOct 2024 to now
- Grp Financial Services, LLCOct 2024 to now
- Gosline Retirement PlanningAug 2023 to now
- Advisory Alpha, LLCAug 2023 to Oct 2024
- Film EfxMay 2023 to Aug 2023
- Pruco Securities LLCAug 2022 to Mar 2023
- The Prudential Insurance Company of AmericaAug 2022 to Feb 2023
- Nylife Securities LLCApr 2021 to Aug 2022
- New York Life Insurance CompanyAug 2020 to Aug 2022
- UnemployedMar 2020 to Jul 2020
- Maine Offroad AdventuresJun 2019 to Sep 2019
- Texas RoadhouseJan 2017 to Mar 2020
- Husson UniversityAug 2015 to May 2020
- UnemployedDec 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (ME).
Grp Retirement Planning
Legal name: Grp Financial Services, LLC
$155.3MAssets managed
846Clients
5Advisers
1 yearIn 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
- 7286728
- Firm CRD
- 333183