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LW

Lanis G. Webb

G. A. REPPLE & COMPANY
Laguna Niguel, CA
Some features on this profile are disabled
CRD#: 4184606
LW

Professional summary

Lanis Gerald Webb, who also goes by Lanis Gerald Webb Lanis Gerald Webb Lanis Gerald Webb, is a registered financial advisor currently at G. A. REPPLE & COMPANY located in Laguna Niguel, California.

Lanis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Lanis has worked at 6 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lanis Gerald Webb Lanis Gerald Webb Lanis Gerald Webb

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lanis Gerald Webb's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Lanis Gerald Webb's CRS (Customer Relationship Summary).
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

May 16, 2012 - Present

G. A. REPPLE & COMPANY

RIA
BD
CRD#: 17486
Laguna Niguel, CA
Current

May 16, 2012 - Present

G. A. REPPLE & COMPANY

RIA
BD
CRD#: 17486
Laguna Niguel, CA
Past

June 21, 2011 - August 7, 2012

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
NEWPORT BEACH, CA
Past

June 21, 2011 - June 15, 2012

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
NEWPORT BEACH, CA
Past

May 1, 2009 - September 22, 2011

STRONGTOWER FINANCIAL, INC.

RIA
CRD#: 35504
LAGUNA NIGUEL, CA
Past

May 1, 2009 - September 22, 2011

STRONGTOWER FINANCIAL, INC.

BD
CRD#: 35504
RIVERSIDE, CA
Past

April 2, 2007 - May 4, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
LAGUNA BEACH, CA
Past

April 2, 2007 - May 4, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
LAGUNA BEACH, CA
Past

October 13, 2000 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
LAGUNA BEACH, CA
Past

June 26, 2000 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
LAGUNA BEACH, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GA
G. A. REPPLE & COMPANY
123-INVESTING | WOLFE FINANCIAL GROUP | WITTHAUER FINANCIAL GROUP | WALKER FINANCIAL | TRINITY WEALTH MANAGEMENT | THOMAS STROBHAR FINANCIAL | TELEIOS FINANCIAL PARTNERS | REPPLE WEALTH MANAGEMENT | REPPLE WEALTH GROUP | MANGROVE FINANCIAL GROUP | KINGDOM FINANCIAL SERVICES | HORIZON FINANCIAL SOLUTIONS | HARVEST FINANCIAL | GVC INVESTMENTS | G. A. REPPLE & COMPANY | EXODUS FINANCIAL SERVICES | ENGWALL CLARK AND ASSOCIATES | ENGEDI FINANCIAL | DAN HARDT FINANCIAL SERVICES | COVENANT FINANCIAL MANAGEMENT | CHRISTIAN FAMILY FINANCIAL | BOB HOLBROOK INVESTMENT SERVICES | AVANTI WEALTH MANAGEMENT | ANSEVIN ASSET MANAGEMENT | ALICEA SERVICES | ALAN SIEGEL FINANCIAL SERVICES

CRD#: 17486 / SEC#: 801-63426, 8-35315

RIA
Registered Investment Advisory firm - SEC (9/16/2004 Approved)
Arkansas
Registered Investment Advisory firm - SEC (9/23/2004 Terminated)
California
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Colorado
Registered Investment Advisory firm - SEC (12/17/2004 Terminated)
Florida
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Georgia
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Indiana
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Kansas
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Kentucky
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Louisiana
Registered Investment Advisory firm - SEC (2/11/2005 Terminated)
Maryland
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Missouri
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
New Hampshire
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Ohio
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Rhode Island
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
South Carolina
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Tennessee
Registered Investment Advisory firm - SEC (12/17/2004 Terminated)
Texas
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Virginia
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Washington
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Alabama
(1/9/2024)
RR
Arizona
(5/16/2012)
IAR
Arizona
(1/10/2017)
RR
California
(5/16/2012)
IAR
California
(5/17/2012)
IAR
Connecticut
(3/1/2017)
RR
Florida
(5/16/2025)
IAR
Florida
(5/19/2025)
RR
Georgia
(5/16/2012)
IAR
Georgia
(3/11/2022)
IAR
Indiana
(3/18/2026)
IAR
Iowa
(1/21/2021)
IAR
Nevada
(1/13/2022)
IAR
New Jersey
(1/4/2021)
IAR
Ohio
(8/7/2020)
IAR
Oregon
(11/5/2020)
RR
Oregon
(7/25/2024)
RR
Pennsylvania
(5/25/2016)
IAR
South Carolina
(2/1/2021)
IAR
Texas
(9/28/2023)
IAR
Utah
(1/10/2024)
RR
Washington
(5/16/2012)
IAR
Washington
(5/16/2012)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/17/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 7/24/2000
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 6/21/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 9/16/2005
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 8/24/2005
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

Current Firm

GA
G. A. REPPLE & COMPANY
123-INVESTING | WOLFE FINANCIAL GROUP | WITTHAUER FINANCIAL GROUP | WALKER FINANCIAL | TRINITY WEALTH MANAGEMENT | THOMAS STROBHAR FINANCIAL | TELEIOS FINANCIAL PARTNERS | REPPLE WEALTH MANAGEMENT | REPPLE WEALTH GROUP | MANGROVE FINANCIAL GROUP | KINGDOM FINANCIAL SERVICES | HORIZON FINANCIAL SOLUTIONS | HARVEST FINANCIAL | GVC INVESTMENTS | G. A. REPPLE & COMPANY | EXODUS FINANCIAL SERVICES | ENGWALL CLARK AND ASSOCIATES | ENGEDI FINANCIAL | DAN HARDT FINANCIAL SERVICES | COVENANT FINANCIAL MANAGEMENT | CHRISTIAN FAMILY FINANCIAL | BOB HOLBROOK INVESTMENT SERVICES | AVANTI WEALTH MANAGEMENT | ANSEVIN ASSET MANAGEMENT | ALICEA SERVICES | ALAN SIEGEL FINANCIAL SERVICES

CRD#: 17486 / SEC#: 801-63426, 8-35315

RIA
Registered Investment Advisory firm - SEC (9/16/2004 Approved)
Arkansas
Registered Investment Advisory firm - SEC (9/23/2004 Terminated)
California
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Colorado
Registered Investment Advisory firm - SEC (12/17/2004 Terminated)
Florida
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Georgia
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Indiana
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Kansas
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Kentucky
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Louisiana
Registered Investment Advisory firm - SEC (2/11/2005 Terminated)
Maryland
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Missouri
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
New Hampshire
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Ohio
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Rhode Island
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
South Carolina
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Tennessee
Registered Investment Advisory firm - SEC (12/17/2004 Terminated)
Texas
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Virginia
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
Washington
Registered Investment Advisory firm - SEC (12/16/2004 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
101 Normandy Rd, Casselberry, FL 32707
Mailing Address
101 Normandy Rd, Casselberry, FL 32707
Phone number
(407) 339-9090
Established
Florida since 11/05/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
68

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

GA REPPLE ADV WRAP BROCHURE - DIRECT DTD 3-28-2018 (3/31/2025)
2024 -10-30 GAR PART 2A OF FORM ADV_RELEASE (3/31/2025)
FMAX BROCHURE 2021 (3/31/2025)
GA REPPLE OPTIMIZED INVESTMENT PLATFORM - DTD 3-28-18 (3/31/2025)

Direct owners and executive officers

NamePositionCRD#
G.A. REPPLE FINANCIAL GROUP, INC.PARENT CORPORATION
GONOUD, PAULFINOP3151453
MOYER, TIMOTHY GLENNCCO2555859
MOYER, TIMOTHY GLENNCOO2555859
REPPLE, GLENN ALLENPRESIDENT, GEN SEC PRINCIPAL374301

Regulatory assets under management

Total Number of Accounts3,349
AUM (Assets Under Management)$ 614,731,911

Disclosures

Regulatory Event8
Arbitration2

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.

Company Information

G. A. REPPLE & COMPANY

CRD#: 17486Laguna Niguel, CA

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