Leland M. Lanway

YOUR BEST MOVE

Bardstown, KY 40004

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CRD#: 2273090

Professional summary

Leland Michael Lanway, CFP®, who also goes by L. Michael Lanway, Mike Lanway, is a registered financial advisor currently at YOUR BEST MOVE INC located in Bardstown, Kentucky.

Leland is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Leland has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

L. Michael Lanway | Mike Lanway

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

All About CSRS FERS & TSP, Inc., 978 Portland Avenue, Bardstown, KY 40004. Business was formed in February 2009. This business is not investment related. Nature of Business - Federal Employee Seminar Presentations. Title/position is instructor; non-administrative duties. Approximately # hours per month is 80-100, with the majority being outside market hours. Duties: product research & development for the purpose of seminar presentations. May offer educational products. May offer DIY decision-making training in regards to Federal Benefits and Federal website navigation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leland Michael Lanway's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

May 7, 2009 - Present

YOUR BEST MOVE INC

Office #1: 798 Portland Ave, Bardstown, KY 40004

RIA

CRD#: 149749

Bardstown, KY

Past

January 2, 2008 - February 23, 2009

RESOURCE HORIZONS INVESTMENT ADVISORY, INC.

RIA

CRD#: 143384

BARDSTOWB, KY

Past

March 22, 2005 - December 31, 2007

RESOURCE HORIZONS GROUP LLC

RIA

CRD#: 104368

BARDSTOWN, KY

Past

March 17, 2005 - February 23, 2009

RESOURCE HORIZONS GROUP LLC

CRD#: 104368

BARDSTOWN, KY

Past

December 6, 2004 - April 12, 2005

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SCHAUMBURG, IL

Past

May 15, 2003 - December 1, 2004

CREATIVE FINANCIAL DESIGNS, INC.

RIA

CRD#: 109032

BARDSTOWN, KY

Past

January 29, 2002 - December 1, 2004

CFD INVESTMENTS, INC.

CRD#: 25427

KOKOMO, IN

Past

August 8, 2000 - December 31, 2001

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

Past

March 10, 1997 - August 10, 2000

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

May 25, 1993 - August 10, 2000

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(9/23/2016)

IAR

Kentucky
(5/7/2009)

IAR

Louisiana
(9/23/2016)

IAR

Texas
(5/12/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/7/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/21/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/23/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/24/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

YOUR BEST MOVE INC

ALL ABOUT CSRS, FERS & TSP INC. | YOUR BEST MOVE, INC. | YOUR BEST MOVE INC

CRD#: 149749 / SEC#:

Florida

Registered Investment Advisory firm - (9/23/2016 Approved)

Kentucky

Registered Investment Advisory firm - (2/27/2009 Approved)

Louisiana

Registered Investment Advisory firm - (12/15/2014 Approved)

Texas

Registered Investment Advisory firm - (5/12/2009 Conditional Restricted)

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Contact information

Main Address

798 Portland Ave, Bardstown, KY 40004

Mailing Address

P O Box 909, Bardstown, KY 40004

Phone number

(502) 350-3900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Leland M. Lanway

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leland Michael Lanway's CRS (Customer Relationship Summary).

Certified licenses

Experience

RESOURCE HORIZONS INVESTMENT ADVISORY, INC.

RESOURCE HORIZONS GROUP LLC

RESOURCE HORIZONS GROUP LLC

CETERA FINANCIAL SPECIALISTS LLC

CREATIVE FINANCIAL DESIGNS, INC.

CFD INVESTMENTS, INC.

WS GRIFFITH SECURITIES, INC.

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/7/2002

Series 63

Date: 7/21/1997

Series 7

Date: 8/23/2002

Series 6

Date: 5/24/1993

Current Firm

YOUR BEST MOVE INC

Contact information

Documents

Red Flags

Company Information

YOUR BEST MOVE INC

TRUST BUT VERIFY

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