Timothy E. Lanz

CLEARPATH WEALTH MANAGEMENT, L.C.

OVERLAND PARK, KS 66210

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CRD#: 2999852

Professional summary

Timothy Edwards Lanz, who also goes by Tim Lanz, is a registered financial advisor currently at CLEARPATH WEALTH MANAGEMENT, L.C. located in Overland Park, Kansas.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Timothy has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Lanz

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.

ClearPath Tax & Accounting. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 1/1/2025. Apx 20 hours per month all during trading hours. ClearPath Tax & Accounting II. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 5/10/2024. Apx 20 hours per month all during trading hours. KPN Enterprises. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 10/26/2020. Apx 20 hours per month all during trading hours. ClearPath Financial Group. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 10/26/2020. Apx 5 hours per month all during trading hours. ClearPath Consulting & Insurance. Not investment related. 9393 W. 110th St. #210, Overland Park, KS 66210. Member since 4/28/2022. Apx 5 hours per month all during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Edwards Lanz'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®

None

Experience

Current

July 30, 1998 - Present

CLEARPATH WEALTH MANAGEMENT, L.C.

Office #1: 9393 W. 110th St #210, Overland Park, KS 66210

RIA

CRD#: 116029

OVERLAND PARK, KS

Past

August 27, 2015 - November 1, 2019

BLUE RIVER CAPITAL LLC

RIA

CRD#: 277130

OVERLAND PARK, KS

Past

January 27, 1998 - June 29, 1998

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

January 27, 1998 - June 29, 1998

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

Kansas
(2/3/1999)

IAR

Missouri
(7/30/1998)

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: 1/8/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/2/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/11/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/26/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CLEARPATH WEALTH MANAGEMENT, L.C.

BLW WEALTH MANAGEMENT | CLEARPATH WEALTH MANAGEMENT, L.C. | BUTLER, LANZ & WAGLER, L.C.

CRD#: 116029 / SEC#:

Kansas

Registered Investment Advisory firm - (8/20/1998 Approved)

Missouri

Registered Investment Advisory firm - (7/30/1998 Approved)

Texas

Registered Investment Advisory firm - (1/31/2015 Conditional Restricted)

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Contact information

Main Address

9393 W. 110th Street, Suite 210, Overland Park, KS 66210

Mailing Address

Phone number

(913) 336-3500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	195
AUM (Assets Under Management)	$ 63,235,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Timothy E. Lanz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Edwards Lanz's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEARPATH WEALTH MANAGEMENT, L.C.

BLUE RIVER CAPITAL LLC

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/8/1999

Series 63

Date: 2/2/1998

Series 7

Date: 11/11/1998

Series 6

Date: 1/26/1998

Current Firm

CLEARPATH WEALTH MANAGEMENT, L.C.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLEARPATH WEALTH MANAGEMENT, L.C.

TRUST BUT VERIFY

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