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Lane Lancaster

Advisor at New Wave Wealth Advisors — Springdale, AR

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Springdale, AR 72764

New Wave Wealth Advisors logo

New Wave Wealth Advisors

Team

Total advisors

7

Clients per advisor

71 High

Avg AUM per client

$772,691 Low

HNW client ratio

22% Low

About

Lane Lancaster is a financial advisor at New Wave Wealth Advisors in Springdale, Arkansas. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Greenwood Gearhart, State Farm, and several appointments at the University of Arkansas. New Wave Wealth Advisors is a six-advisor registered investment adviser managing approximately $386.8 million on a discretionary basis for individuals, retirement plans, trusts, and business entities. The firm offers asset management, financial planning, retirement plan advisory services, and uses a variety of investment strategies tailored to clients’ financial situations.

Client services

Based on New Wave Wealth Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on New Wave Wealth Advisors

Active portfolio management

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Fee options

Percentage

Up to 2.50% annually (negotiable)

Location

Springdale, AR

4403 S Thompson St, Ste 1

Springdale AR 72764

Advisors at this office

7

Most active in

Arkansas

Work history

< 1 year of industry experience

New Wave Wealth Advisors

2026 - Present • 1 year

Springdale, AR

Greenwood Gearhart

2026 - 2026 • 1 year

Fayetteville, AR

University of Arkansas

2025 - 2026 • 1 year

Fayetteville, AR

State Farm

2025 - 2025 • 1 year

New Orleans, LA

University of Arkansas

2024 - 2025 • 1 year

Fayetteville, AR

Signal

2024 - 2024 • 1 year

Tampa, FL

University of Arkansas (Walton College)

2023 - 2024 • 1 year

Fayetteville, AR

Student

2016 - 2023 • 7 years

St Francisville, LA

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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Jeannette T

Series 66

Farmington, AR

Hulsey Capital Management, Inc.

Jeannette Thomas is a financial advisor with Hulsey Capital Management, Inc. She holds a Series 66 designation and has 15 years of industry experience. In addition to her advisory role, she is a 49% owner of an accounting and bookkeeping firm where she provides seasonal support during tax season. She also maintains her insurance license to assist clients with fixed insurance needs as necessary. Hulsey Capital Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis to tailor portfolios based on clients’ goals and risk tolerance, integrating financial planning and consulting within its wealth management services.

Wealth management College savings (529s, UTMA, etc.)
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Johnathan K

CFA®, Series 65

Rogers, AR

Krueger Asset Management, LLC

Johnathan Krueger is a CFA® charterholder and Series 65 licensed advisor at Krueger Asset Management, LLC with one year of industry experience. His prior roles include positions at Jag Capital Management, Cornerstone Business Services, and KPMG, as well as academic appointments at the University of Arkansas. Krueger Asset Management, LLC is a fee-only registered investment adviser providing wealth management services that combine discretionary investment management and financial planning. The firm focuses on a “Select Value” equity strategy complemented by asset allocation and uses both active and passive investment vehicles across equities and fixed income while also offering specialized consulting and educational seminars.

Business sale tax planning Retirement income strategy College savings (529s, UTMA, etc.) Cash flow / budgeting General estate planning guidance
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Darren V

Series 63, Series 65

Lowell, AR

Tekton Wealth Advisors

Darren Vilardo Sr. is the sole advisor at Tekton Wealth Advisors, an independent firm based in Lowell, Arkansas. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including prior roles at DaVinci Wealth, Delta Investment Management, and Citigroup Global Markets. Darren is also involved with Tekton Wealth Insurance Services, LLC, where he works as a licensed insurance agent. Tekton Wealth Advisors provides financial planning, consulting, and portfolio management services for individuals, trusts, and estates, including assets in employer-sponsored retirement plans and insurance-wrapped products. The firm constructs portfolios through selected independent managers and personalized mixes of ETFs, mutual funds, stocks, bonds, and alternative investments, employing a combination of analytical methods and ongoing account monitoring.

General retirement planning Wealth management Long-term care insurance General tax planning General estate planning guidance
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Stephen C

Series 65

Rogers, AR

Steve Chastain Wealth Management LLC

Stephen Chastain is the principal of Steve Chastain Wealth Management LLC in Rogers, Arkansas, holding a Series 65 credential with four years of industry experience. He has managed his wealth management firm since 2017 and co-owns Chastain Financial, LLC, where he also works as an insurance agent. Steve Chastain Wealth Management LLC provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm uses model portfolios and third-party managers on the AE Wealth Management platform, combining fundamental, technical, and cyclical analysis to align client portfolios with their investment objectives and risk tolerance.

Wealth management
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James S

Series 63, Series 65, Series 66

Fayetteville, AR

SignalUp Wealth, LLC

James Smith is a financial advisor at SignalUp Wealth, LLC in Fayetteville, Arkansas, with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at SignalPoint Asset Management and Ameriprise Financial Services, among others. Outside of advising, he is a partner in Oooweee, LLC, a commercial real estate entity. SignalUp Wealth, LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm manages portfolios using fundamental, technical, and charting analysis, offers ongoing plan advisory services, and provides ERISA 3(21) fiduciary consulting for plan sponsors.

Wealth management
user avatar

John C

Series 66

Fayetteville, AR

Holy City Prosperity, LLC

John Cingolani is a financial advisor at Holy City Prosperity, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before founding his current independent firm. Holy City Prosperity serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities, offering comprehensive portfolio management and financial planning services. The firm utilizes a combination of fundamental, technical, quantitative, cyclical, and sector analysis to implement tailored asset-allocation strategies, including the use of borrowing and leveraged ETFs in discretionary accounts.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner
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