BL
Bryce H. Lanham
RETIREMENT PLANNING SOLUTIONS
Louisville, KY 40220
Some features on this profile are disabled
CRD#: 4951408
BL
Professional summary
Bryce Howard Lanham, who also goes by Bryce H Lanham, Bryce Lanham, is a registered financial advisor currently at RETIREMENT PLANNING SOLUTIONS, LLC located in Louisville, Kentucky and PURSHE KAPLAN STERLING INVESTMENTS located in Louisville, Kentucky.
Bryce is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Bryce has worked at 13 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bryce H Lanham | Bryce Lanham
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.
1) Retirement Planning Solutions, LLC. Investment Related. At Registered Location. RIA. Financial Advisor. Start Date: 12/2023. 120 hrs/ month; 96 hrs/ month during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment Related. At Registered Location. Fixed / Traditional Insurance. Agent. Start Date: 12/2023. 5 hrs/ month; all during trading hours. Sales of fixed/ traditional insurance products. 3) Prestige World Wide, LLC. Not Investment Related. At Registered Location Louisville KY 40220 Rental property. Owner. Start Date: 07/01/2021. 2 hrs/ month; none during trading hours. This is a shell company for our office to pass rent through. It is not intended to make a profit or have any business. 4) BKB RV LLC. Not Investment Related. 1609 Valley View Rd, New Albany, IN 47150. RV Rental Program. Member. Start Date: 07/01/2022. 1 hr/ month; none during trading hours. This is an LLC setup to rent out a recently purchased RV on RV Share. 5) Elite Benefits. Not Investment Related. 5812 Chalet, Louisville, KY 40228. Board of Directors. Board Member. Start Date: 10/01/2018. 1 hr/ month; all during trading hours. Board member for business. 6) Legacy Advisory Services - S Corp. Investment Related. At Registered Branch Office Location. Operating LLC/ Support Company. Owner. 11/1/2005. 1 hr/ month; all during trading hours. Operating LLC. 7) Heritage Events for You d/b/a HEY. Not Investment Related. At Registered Location. Event Planning. Owner. Start Date: 04/15/2023 2023. 10 hrs/ month; 2 hrs/ month during trading hours. Plan events. 8) The Wishing Well Thrift Store INC. Not Investment Related. 2916 Grant Line Rd, New Albany, IN 47150. Non-profit Thrift Store. CEO. Start Date: 09/05/2023. 10 hrs/ month; none during trading hours. Help consult with business on background financial matters. 9) Second Chances Wildlife Center. Not Investment Related. 487 Gentry Lane, Mt. Washington, KY 40047. Wildlife Center. Board Member. Start Date: 07/01/2017. 2 hrs/ month; all during trading hours. General duties. 10) IEC; Not Investment Related; 1810 Plantside Dr. Louisville, KY 40299; Non-profit for electrical contracting; Start Date: 9/1/24; 2 hrs/month; None during trading hours; Board member, voting on critical organizational issues & helps drive members to the organization.
CRS (Client Relationship Summary) - RIA
Click below to view Bryce Howard Lanham'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®
NoneExperience
Current
August 3, 2022 - Present
RETIREMENT PLANNING SOLUTIONS, LLC
Office #1: 3432 Stony Spring Circle, Louisville, KY 40220RIA
CRD#: 311575
Louisville, KY
Current
January 5, 2024 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 3432 Stony Spring Circle, Louisville, KY 40220BD
CRD#: 35747
Louisville, KY
Past
July 12, 2022 - July 28, 2022
RETIREMENT PLANNING SOLUTIONS, LLC
RIA
CRD#: 311575
LOUISVILLE, KY
Past
November 4, 2020 - January 6, 2023
LEGACY ADVISORY SERVICES
RIA
CRD#: 307478
LOUISVILLE, KY
Past
November 3, 2020 - January 6, 2024
SILVER OAK SECURITIES, INCORPORATED
BD
CRD#: 46947
Louisville, KY
Past
December 22, 2016 - November 13, 2020
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
SHELBYVILLE, KY
Past
December 22, 2016 - November 13, 2020
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
SHELBYVILLE, KY
Past
January 14, 2014 - November 17, 2016
FIFTH THIRD SECURITIES, INC.
RIA
CRD#: 628
SHELBYVILLE, KY
Past
January 14, 2014 - November 17, 2016
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
SHELBYVILLE, KY
Past
December 16, 2013 - January 2, 2014
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
FAIRFIELD, OH
Past
January 17, 2013 - November 11, 2013
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
COVINGTON, KY
Past
January 14, 2013 - November 8, 2013
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
COVINGTON, KY
Past
November 26, 2008 - January 3, 2013
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
TAMPA, FL
Past
October 29, 2008 - January 3, 2013
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
TAMPA, FL
Past
June 22, 2006 - September 11, 2008
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
LAFAYETTE, IN
Past
June 22, 2006 - September 11, 2008
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
LAFAYETTE, IN
Past
September 27, 2005 - June 26, 2006
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
JOLIET, IL
Past
August 25, 2005 - June 26, 2006
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
JOLIET, IL
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".
RP
RETIREMENT PLANNING SOLUTIONS, LLC
CLOVER WEALTH PARTNERS | RPS ADVISORY SOLUTIONS, LLC | RETIREMENT PLANNING SOLUTIONS, LLC
CRD#: 311575 / SEC#: 801-119926
RIA
Registered Investment Advisory firm - (12/4/2020 Approved)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
RR
Indiana(1/5/2024)
IAR
Kentucky(8/3/2022)
RR
Kentucky(1/5/2024)
IAR
Texas(6/6/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RP
RETIREMENT PLANNING SOLUTIONS, LLC
CLOVER WEALTH PARTNERS | RPS ADVISORY SOLUTIONS, LLC | RETIREMENT PLANNING SOLUTIONS, LLC
CRD#: 311575 / SEC#: 801-119926
RIA
Registered Investment Advisory firm - (12/4/2020 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3432 Stony Spring Circle, Louisville, KY 40220
Mailing Address
Phone number
(502) 499-5668
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,366 |
| AUM (Assets Under Management) | $ 376,782,414 |
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
RETIREMENT PLANNING SOLUTIONS, LLC
CRD#: 311575Louisville, KY 40220TRUST BUT VERIFY
Monitor Bryce Lanham
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
