Lance Wordelmann
Professional summary
Lance Wordelmann, who also goes by Lance F. Wordelmann, Lance Frederick Wordlemann, is a registered financial advisor currently at COUNTERPOINT ASSET MANAGEMENT LLC located in Boynton Beach, Florida and NORTHERN LIGHTS DISTRIBUTORS, LLC located in Elkhorn, Nebraska.
Lance is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Lance has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lance Wordelmann's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 11, 2021 - Present
COUNTERPOINT ASSET MANAGEMENT LLC
March 1, 2021 - Present
NORTHERN LIGHTS DISTRIBUTORS, LLC
Office #1: 4221 North 203rd Street, Suite 100, Elkhorn, NE 68022August 1, 2017 - October 21, 2019
PACER ADVISORS, INC.
August 1, 2017 - October 21, 2019
PACER FINANCIAL, INC.
October 1, 2016 - April 13, 2017
OSPREY PARTNERS LLC
October 5, 2015 - December 31, 2015
METRIC ADVISORS LLC
October 11, 2010 - October 16, 2014
AMG DISTRIBUTORS, INC.
May 10, 2010 - September 13, 2010
PALMETTO ADVISORY GROUP, LLC
October 22, 2003 - November 3, 2009
NATIXIS DISTRIBUTION, LLC
September 28, 2000 - March 6, 2002
MFS FUND DISTRIBUTORS, INC.
February 8, 2000 - August 31, 2000
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/11/2021)
(2/20/2024)
(3/1/2021)
(2/20/2024)
Exams
FINRA
Current Firm
COUNTERPOINT ASSET MANAGEMENT LLC
CRD#: 164291 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 268 |
| AUM (Assets Under Management) | $ 79,037,150 |
Red Flags
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