AL
Alan B. Lancz
ALAN B. LANCZ & ASSOCIATES
Toledo, OH 43615
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CRD#: 731986
AL
Professional summary
Alan Bruce Lancz, AIF® is a registered financial advisor currently at ALAN B. LANCZ & ASSOCIATES, INC. located in Toledo, Ohio and CRESCENT SECURITIES GROUP, INC. located in Plano, Texas.
Alan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Alan has worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 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) ALAN B LANCZ & ASSOCIATES INC. INVESTMENT RELATED. 3435 N REYNOLDS RD TOLEDO OH 43615, INDEPENDENT REGISTERED INVESTMENT ADVISORY FIRM - PRESIDENT/RIA SINCE 1982 - APPROX 280 HRS/MO - MANAGE RIA 2) LANCZ GLOBAL LLC INVESTMENT RELATED. 3423 N REYNOLDS RD TOLEDO OH 43615 - SUBSCRIPTION BASED INDEPENDENT RESEARCH - DIRECTOR OF RESEARCH SINCE 1986 - APPROX 100 HRS/MO - ORIGINATE INDEPENDENT RESEARCH AND ANALYSIS 3) PRO DATA, LLC. INVESTMENT RELATED. 3423 N REYNOLDS RD TOLEDO, OH 43615 - MANAGE AND OPERATE REAL ESTATE ASSETS. MANAGING MEMBER SINCE 12/2010 - APPROX 20 HRS/MO - OVERSEE OPERATIONS. 4) TRINITY PLACE LLC. INVESTMENT RELATED. 3423 N REYNOLDS TOLEDO OH 43615. OWNS INCOME PRODUCING REAL ESTATE. MEMBER SINCE 06/2010 - APPROX 2 HRS/MO. NO DUTIES. 5) UNIVERSITY TOWERS LLC. INVESTMENT RELATED. 3423 N REYNOLDS ROAD TOLEDO, OH 43615. OWNS INCOME PRODUCING REAL ESTATE. MEMBER SINCE 11/2011 - APPROX 2 HRS/MO. NO DUTIES. 6) PREMIER PROPERTY OF BRANDON, LLC. INVESTMENT RELATED. 3423 N REYNOLDS ROAD TOLEDO, OH 43615. OWNS INCOME PRODUCING REAL ESTATE. MEMBER SINCE 08/2012 - APPROX 2 HRS/MO. NO DUTIES. 7) HUNTSVILLE TOWER, LLC. INVESTMENT RELATED. 3423 N REYNOLDS ROAD TOLEDO, OH 43615 - OWNS INCOME PRODUCING REAL ESTATE. MEMBER SINCE 08/2013. APPROX 2 HRS/MO. NO DUTIES 8) LEM TURNER, LLC. INVESTMENT RELATED. 3423 N REYNOLDS ROAD TOLEDO, OH 43615. OWNS INCOME PRODUCING REAL ESTATE. MEMBER SINCE 08/2013 - APPROX. 2 HRS/MO. NO DUTIES. 9) RIVERWOOD CROSSING, LLC. INVESTMENT RELATED. 3423 N REYNOLDS ROAD TOLEDO, OH 43615. OWNS INCOME PRODUCING REAL ESTATE. MEMBER SINCE 03/2014 - APPROX 2 HRS/MO. NO DUTIES. 10) MONFIELD LLC. INVESTMENT RELATED. 3423 N REYNOLDS ROAD TOLEDO, OH 43615. OWNS INCOME PRODUCING REAL ESTATE. MEMBER SINCE 03/2015 - APPROX. 2 HRS/MO. NO DUTIES. 11) GLOBAL METRICS, LLC. NOT INVESTMENT RELATED. 2400 N REYNOLDS ROAD TOLEDO, OH 43615 - NATIONAL TRACK AND TRACE COMPANY - MEMBER SINCE 03/2018. APPROX 1-2 HRS/MO. PROVIDE STRATEGIC LEADERSHIP. 12) INFINITRAK 2.0 LLC. NOT INVESTMENT RELATED. 3435 N REYNOLDS ROAD TOLEDO, OH 43615 - OPERATIONS OF TRACK AND TRACE COMPANY - MEMBER SINCE 03/2018. APPROX 2 HRS/MO. PROVIDE STRATEGIC LEADERSHIP. 13) CONTRARIAN ASSETS PARTNERSHIP. INVESTMENT RELATED. 3435 N REYNOLDS ROAD TOLEDO, OH 43615. OWNS PARTIAL INTEREST IN DRILLING PROGRAM. PARTNER. 12/19. APPROX 2 HOURS/MO. 14) TRINTURN LLP. INVESTMENT RELATED. 3423 N REYNOLDS ROAD TOLEDO, OH 43615. PARTIAL OWNER OF REAL ESTATE. MEMBER SINCE 7/19. APPROX 2 HOURS/MO. 15) Contrarian Assets 2 Partnership. Investment related. 3435 N. Reynolds Rd., Toledo OH 43615. Owns partial interest in drilling program. Partner. December 2020. 0 hours. 16) Better Risk Reward, LLC. Investment related, 3423 N REYNOLDS ROAD TOLEDO, OH 43615, AI related research, PARTNER, 10/25, Approximately 2 hours per month, zero during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Alan Bruce Lancz'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®
Experience
Current
March 28, 2008 - Present
ALAN B. LANCZ & ASSOCIATES, INC.
Office #1: 3435 N. Holland Sylvania Road, Toledo, OH 43615RIA
CRD#: 105363
Toledo, OH
Current
February 25, 2020 - Present
CRESCENT SECURITIES GROUP, INC.
Office #1: 4975 Preston Park Blvd. Suite 820, Plano, TX 75093BD
CRD#: 114993
Plano, TX
Past
December 28, 2015 - December 26, 2018
INTERNATIONAL ASSETS ADVISORY, LLC
BD
CRD#: 10645
TOLEDO, OH
Past
January 6, 2005 - October 28, 2015
MIDAMERICA FINANCIAL SERVICES, INC.
BD
CRD#: 47351
TOLEDO, OH
Past
December 22, 1995 - January 3, 2005
CAPITAL INVESTMENT GROUP, INC.
BD
CRD#: 14752
RALEIGH, NC
Past
November 23, 1994 - October 23, 1995
ROBERT THOMAS SECURITIES, INC
BD
CRD#: 10147
ST. PETERSBURG, FL
Past
November 19, 1989 - September 19, 1994
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
April 5, 1983 - July 8, 1983
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 2682
Past
January 31, 1982 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
June 4, 1981 - February 2, 1982
NEW ENGLAND SECURITIES
BD
CRD#: 615
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".
AB
ALAN B. LANCZ & ASSOCIATES, INC.
ALAN B. LANCZ & ASSOCIATES, INC. | LANCZ ALAN B & ASSOCIATES INC
CRD#: 105363 / SEC#: 801-24450
RIA
Registered Investment Advisory firm - (6/11/1985 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
Alabama(2/25/2020)
RR
Arizona(2/25/2020)
RR
California(2/25/2020)
RR
Florida(2/25/2020)
RR
Louisiana(2/25/2020)
IAR
Louisiana(3/31/2023)
RR
Michigan(2/25/2020)
RR
Mississippi(2/25/2020)
RR
New York(2/25/2020)
RR
Ohio(2/26/2020)
IAR
Ohio(11/19/2021)
IAR
Texas(3/28/2008)
RR
Texas(2/26/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AB
ALAN B. LANCZ & ASSOCIATES, INC.
ALAN B. LANCZ & ASSOCIATES, INC. | LANCZ ALAN B & ASSOCIATES INC
CRD#: 105363 / SEC#: 801-24450
RIA
Registered Investment Advisory firm - (6/11/1985 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3435 N Holland Sylvania Rd, Toledo, OH 43615
Mailing Address
Phone number
(419) 536-5200
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 159 |
| AUM (Assets Under Management) | $ 162,203,154 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/09/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ALAN B. LANCZ & ASSOCIATES, INC.
CRD#: 105363Toledo, OH 43615TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
