Lance Wagner - Wealth Advisor

Schedule an Appointment

Lance Wagner

Wealth Advisor
Schedule an Appointment

My Info

Address

My Locations

Phone

(952) 746-3114

Email

Email Lance

My Hours

Day of the WeekHours
thu8:30 AM - 4:00 PM
fri8:30 AM - 4:00 PM
satClosed
sunClosed
mon8:30 AM - 4:00 PM
tue8:30 AM - 4:00 PM
wed8:30 AM - 4:00 PM

Personal Products and Services

  • Financial Planning

About Lance Wagner

Lance has been a financial advisor for over 22 years. He has been with Frandsen Investment Services for over 2 years and helps his clients through comprehensive planning design and strives for consistent benchmarking of progress to work toward the individual goals. He brings with him an unparalleled level of experience and expertise in multiple disciplines including estate plan design, tax efficiency, tax avoidance, and income generation. In his free time, Lance is passionate about the conservation of wildlife habitats - he is currently a member of Ducks Unlimited and Pheasants Forever. He enjoys hunting and fishing (he’s proud to be a tournament walleye fisherman!).

Visit Our Site

Frequently Asked Questions

My Locations

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Frandsen Bank & Trust and Frandsen Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Frandsen Investment Services and may also be employees of Frandsen Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate of entities from, and not affiliates of, Frandsen Bank & Trust or Frandsen Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AR, AZ, CA, CO, FL, IA, IL, IN, KS, KY, MA, MN, MO, MT, ND, NE, NM, NV, OH, OK, SC, SD, TX, VT, WA, WI.

Frandsen Bank & Trust (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.

© 2024 Frandsen Bank & Trust. All Rights Reserved.

Frandsen WealthAdvisor Slideout