Lance M. Ference
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Lance Montgomery Ference, AIF®, who also goes by Lance M Ference, was a registered financial professional .
Lance is a previously registered financial professional and started their career in finance in 1996. Lance had worked at 12 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 30, 2020 - January 10, 2024
AMFG WEALTH MANAGEMENT LLC
January 20, 2017 - August 17, 2018
HORACE MANN INVESTORS, INC.
December 6, 2016 - August 17, 2018
HORACE MANN INVESTORS, INC.
June 30, 2016 - November 22, 2016
METLIFE INVESTORS DISTRIBUTION COMPANY
May 22, 2007 - June 7, 2016
MSI FINANCIAL SERVICES, INC.
May 8, 2007 - June 30, 2016
MSI FINANCIAL SERVICES, INC.
September 26, 2003 - May 7, 2007
LEGEND ADVISORY, LLC
June 26, 2003 - May 7, 2007
LEGEND EQUITIES CORPORATION
January 24, 2003 - June 17, 2003
ZAHORIK COMPANY, INC.
August 15, 2000 - December 31, 2002
L.M. KOHN & COMPANY
November 16, 1999 - August 14, 2000
VALMARK SECURITIES, INC.
June 11, 1999 - November 2, 1999
SECURITIES SERVICE NETWORK, LLC
June 29, 1998 - July 21, 1999
OSAIC FS, INC.
September 17, 1996 - June 4, 1998
METROPOLITAN LIFE INSURANCE COMPANY
September 17, 1996 - June 4, 1998
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
AMFG WEALTH MANAGEMENT LLC
CRD#: 292160 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 633 |
| AUM (Assets Under Management) | $ 44,156,527 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
