Lance K. Harder

GRP FINANCIAL SERVICES

FARMINGDALE, ME 04344

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CRD#: 7286728

Professional summary

Lance Kenneth James Harder is a registered financial advisor currently at GRP FINANCIAL SERVICES, LLC located in Farmingdale, Maine.

Lance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Lance has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) Gosline Retirement Planning; Investment-related; 633 Maine Ave, Farmingdale, ME 04344; Financial services and insurance sales; Life & Health Specialist; 08/2023; Approx 160 hours/month; Approx. 160 hours/month during trading hours; Group Health Insurance, Group Benefits and 401k services. (2) Gosline Retirement Planning; Investment-related; 633 Maine Ave, Farmingdale, ME 04344; Financial services and insurance sales; Licensed Insurance Agent; 09/2020; Approx. 160 hours/month; Approx. 160 hours/month during trading hours; Insurance product sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lance Kenneth James Harder'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

October 21, 2024 - Present

GRP FINANCIAL SERVICES, LLC

Office #1: 633 Maine Avenue, Farmingdale, ME 04344

RIA

CRD#: 333183

FARMINGDALE, ME

Past

October 2, 2023 - October 24, 2024

ADVISORY ALPHA, LLC

RIA

CRD#: 158282

Farmingdale, ME

Past

November 29, 2022 - March 9, 2023

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

Portland, ME

Past

August 16, 2022 - March 8, 2023

PRUCO SECURITIES, LLC.

CRD#: 5685

Portland, ME

Past

August 13, 2021 - August 10, 2022

NYLIFE SECURITIES LLC

CRD#: 5167

SOUTH PORTLAND, ME

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".

GRP FINANCIAL SERVICES, LLC

GOSLINE RETIREMENT PLANNING, INC. | GRP FINANCIAL SERVICES, LLC

CRD#: 333183 / SEC#: 801-131281

RIA

Registered Investment Advisory firm - (10/10/2024 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.

Highlighted states indicate IAR registrations

IAR

Maine
(10/21/2024)

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: 10/31/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/22/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/13/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/26/2021

Securities Industry Essentials Examination

Current Firm

GRP FINANCIAL SERVICES, LLC

GOSLINE RETIREMENT PLANNING, INC. | GRP FINANCIAL SERVICES, LLC

CRD#: 333183 / SEC#: 801-131281

RIA

Registered Investment Advisory firm - (10/10/2024 Approved)

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Contact information

Main Address

633 Maine Avenue, Farmingdale, ME 04344

Mailing Address

Phone number

(207) 622-4494

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GRP ADV PART 2A (8/29/2025)

Regulatory assets under management

Total Number of Accounts	695
AUM (Assets Under Management)	$ 109,866,444

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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Advisor Monitoring

Firm Stability Insights

Lance K. Harder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lance Kenneth James Harder's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORY ALPHA, LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

GRP FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/31/2022

Series 63

Date: 10/22/2021

Series 7TO

Date: 8/13/2021

SIE

Date: 3/26/2021

Current Firm

GRP FINANCIAL SERVICES, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRP FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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