Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
PFS™
Experience Industry experience
2 years
Location
Tipton, IA 52772
Cambridge Investment Research Advisors
Institution
Vance Glaser is a financial advisor with Cambridge Investment Research Advisors and holds the PFS™ designation. He has two years of industry experience and has previously worked at Avantax Planning Partners, LattaHarris LLP, Opportune LLP, and PwC. Outside of his advisory role, he serves as Treasurer for the Wahkonsa Country Club in Durant, Iowa. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement-plan sponsors, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes multiple custody platforms and offers both proprietary and third-party model strategies tailored to client objectives.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%
Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales
Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services
Financial Wellness services paid by employer; flat or hourly fees per agreement
Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts
Tipton, IA
1201 North Ave.
Tipton IA 52772
Advisors at this office
1
Iowa
2 years of industry experience
Cambridge Investment Research Advisors, Inc.
2024 - Present • 2 years
Fairfield, IA
Avantax Planning Partners, Inc
2023 - 2024 • 1 year
Tipton, IA
LattaHarris, LLP
2018 - Present • 8 years
Tipton, IA
Opportune, LLP
2017 - 2018 • 1 year
Houston, TX
PwC
2016 - 2017 • 1 year
Houston, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 66
Durant, IA
Ameriprise
Andrew Lensch is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked in the construction industry at Russell Construction and JE Dunn Construction. Outside of his advisory role, Lensch is involved in general labor on a family farm and at an event facility, The Barn at Bunker Hill, in Iowa. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver non-discretionary retirement advice through a centralized consulting team.
Series 66
Lisbon, IA
Cambridge Investment Research Advisors
Sarah Berner is a Series 66-licensed financial advisor with 22 years of industry experience, currently with Cambridge Investment Research Advisors since 2018. Her prior experience includes roles at Berthel Fisher & Company Financial Services and Securities Management & Research. Outside of financial advising, she is involved in several local business ventures, including co-ownership of Wilkie Liquors and Beau Dylans Inc., and holds positions at Berner Concrete and Snow Removal and as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent advisors, employing a range of portfolio solutions and proprietary and third-party strategies tailored to client objectives.
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