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Lance D. Billings

Advisor at RFG Advisory, LLC — Salina, KS

Updated today

Credentials

Series 63, Series 65

Experience

37 years

Location

Salina, KS 67401

RFG Advisory, LLC logo

RFG Advisory, LLC

Multi-team

Total advisors

187

Across 85 offices

Clients per advisor

92 High

Avg AUM per client

$295,694 Very Low

HNW client ratio

7% Low

About

Lance Billings is a financial advisor at RFG Advisory, LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Waddell & Reed, Inc. for 32 years prior to joining RFG Advisory. He is also president of Billings Group S Corp, where he serves on the board of directors. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients across individual, high-net-worth, trust, retirement plan, and institutional accounts. The firm employs a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base including investment companies and state and municipal entities.

Client services

Based on RFG Advisory, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on RFG Advisory, LLC

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Occupation focus

Based on RFG Advisory, LLC

Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive

Demographic focus

Based on RFG Advisory, LLC

Women Professionals

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Fee options

Fixed

Flat fees charged for financial planning and consulting based on complexity and scope; will not exceed $50,000.

Percentage

$0+: up to 2.35%, negotiated by Financial Advisor (flat, linear or tiered fee schedules possible) $0+: up to 0.50% RFG annual platform fee included in advisory fee $0+: Bluemonte sub-adviser fee of 0.15% per annum on Bluemonte Funds $0+: Third-party manager strategist fees vary from 0% to 1.0% $0+: Third-party platform fees included in RFG platform fee; SMArtX accounts under $10,000 incur additional $10/month platform fee

Commissions

Some Financial Advisors are also registered representatives and/or licensed insurance agents earning commissions on sales of securities and insurance products.

Project-based

Hourly charges may be applied for consulting but specific rates are not clearly stated.

Other

Minimum fee: $12.50 non-refundable quarterly Account Service Fee deducted from Client accounts held at Fidelity and Schwab; no service fee on Pontera accounts. Fee-only: Financial planning and consulting fees are flat fees negotiated between Financial Advisor and Client, typically not exceeding $50,000; payable monthly, quarterly, semi-annually, one-time or split fees.

Location

See office

Salina, KS

1000 Westchester Drive

Salina KS 67401

Advisors at this office

3

Most active in

Kansas · Texas

Work history

37 years of industry experience

RFG Advisory, LLC dba Billings Group

2021 - Present • 5 years

Salina, KS

Private Client Services

2021 - Present • 5 years

Salina, KS

Billings Group, Inc.

2013 - Present • 13 years

Salina, KS

Salina Christian Academy

2010 - 2016 • 6 years

Salina, KS

Various Insurance Carriers

1989 - Present • 37 years

Salina, KS

Waddell & Reed, Inc.

1989 - 2021 • 32 years

Salina, KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Philip F

CFP®, Series 66

Salina, KS

Foundation Wealth Planning

Philip Francois is a CFP® with 10 years of industry experience, currently serving at Foundation Wealth Planning in Salina, KS. He has worked at firms including Edward Jones, Next Move Inc., and Nectarine Financial, Inc. In addition to his advisory role, he teaches securities exam review courses through Kaplan North America, LLC. Foundation Wealth Planning provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm manages portfolios tailored to clients’ goals and risk tolerance using fundamental analysis and Modern Portfolio Theory, with a client-focused approach that includes values-based investing options such as Biblically Responsible Investing.

Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Debt management Religious/faith focused
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Jamie L

CFP®

Assaria, KS

Village Wealth Advisors

Jamie Lovin is a CFP® professional at Village Wealth Advisors with one year of industry experience. Prior to joining Village Wealth Advisors, Lovin held roles at Integrated Planning & Wealth Management, Advantage Trust Company, Bank VI, and Central National Bank. Village Wealth Advisors serves individual and high-net-worth clients with financial planning and portfolio management, overseeing approximately $258 million in discretionary assets across around 240 client relationships. The firm employs an investment approach based on Modern Portfolio Theory and fundamental analysis, offering diversified allocations and complementary educational workshops.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies
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Ronald S

Series 63, Series 65

Salina, KS

Chief Advisors Corp

Ronald Smith is a financial advisor at Chief Advisors Corp with 46 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors, Inc. and OSAIC. Outside of advising, he is involved in fixed insurance sales through Smith Insurance Services. Chief Advisors Corp is a fee-based registered investment adviser serving individuals, trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm operates with a small team across multiple offices, managing portfolios with discretionary authority using fundamental, technical, and behavioral analysis.

General retirement planning
user avatar

Bradley V

Series 66

Salina, KS

Pathway Financial Solutions, Inc.

Bradley Veenendaal is a financial advisor at Pathway Financial Solutions, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs and OFG Financial Services, Inc. Prior to joining Pathway, he spent six years at Goldman Sachs. Pathway Financial Solutions, Inc. primarily serves pension and profit-sharing plans, corporations, trusts, charitable organizations, and other business entities. The firm focuses on diversified, fund-based strategic asset allocation and provides both discretionary and non-discretionary portfolio management services, with an emphasis on retirement planning and institutional clients.

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k)
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Miller B

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Miller Barnett is a financial advisor at United Capital Management of Kansas, Inc. in Salina, KS. He holds a Series 65 designation and has been with the firm since 2025. His prior experience includes roles in education and retail, including positions at UT Chattanooga, Battle Ground Academy, and Office Depot. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven approach to construct diversified portfolios, providing financial planning, portfolio management, and fiduciary consulting services.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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Christopher T

Series 66

Salina, KS

United Capital Management Of Kansas, Inc.

Christopher Tripe is a financial advisor at United Capital Management of Kansas, Inc. in Salina, KS, with 14 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, Inc. for five years before joining his current firm in 2016. Outside of his advisory work, he serves as Vice President of the Alma Chamber of Commerce and is involved with Alma Development Corp, which promotes businesses relocating to Alma, Nebraska. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans, in addition to managing pooled vehicles. The firm employs an active, research-driven investment approach, constructing diversified portfolios that include equities, fixed income, ETFs, and alternative exposures.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Founder/Business Owner Executive
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