Lance Huebner

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About Lance Huebner

Lance Huebner is Founder & Principal Advisor at GFC Planning.

He is a CERTIFIED FINANCIAL PLANNER® professional with 15 years of experience in financial planning, investment management, and client service. Prior to GFC Planning, Lance spent over a decade as a financial advisor at Morgan Stanley.

Lance discovered early on that money could work for people, not just be earned and spent. As a child, his father showed him how interest on a savings account allowed his money to grow.

"It felt like magic."

He later realized that what he found most exciting and empowering, many others found overwhelming and confusing. People who had worked hard their entire lives were unsure if they were making the right financial decisions.

That was the spark that ignited his desire to follow in his mother's footsteps as a financial advisor; helping people gain clarity and confidence about their financial future and make the most of their money.

Lance and his high school sweetheart, Amy, have been married for nearly 20 years. Together they're raising two daughters, along with two dogs that keep their home lively.

He is also a United States Army combat veteran who served in Iraq in 2005, earning a Purple Heart for injuries sustained in battle and an Army Commendation Medal for meritorious service. Lance is an alumnus of the University of Minnesota.

See Disclosures

General Information

No. of Employees

CRD#

6345338

Firm CRD#

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors

Advisory Services Provided

Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Money Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Annuity

Firm Information

Advisor's Number of Clients

Total Assets Under Management by Advisor

$100,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250K+

Compensation Methods

Flat Fee, Based on Assets

Education

Bachelor of Science - Economics

University of MN
01/15/2005 -12/15/2008

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893391/paladinregistry-GFC-Planning-detailed-disclosure.html

Disclaimer

Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA , SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. GFC Planning is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

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