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John Lanier

Advisor at Mutual of Omaha Investor Services, Inc.

Updated today

Location

Stanley, VA

Credentials

ChFC®, Series 63, Series 65

Industry experience

18 years

About

John Lanier is a financial advisor at Mutual of Omaha Investor Services, Inc. with 18 years of industry experience. He holds the ChFC® designation, as well as Series 63 and Series 65 licenses. Prior to joining Mutual of Omaha Investor Services, he worked at Mutual of Omaha Insurance Company, Assurance IQ LLC, United Laboratories Inc, and AAA Club Alliance Inc. Outside of his advisory role, he serves as a vestry member at Christ Episcopal Church in Luray, VA. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, managed accounts, and retirement plan consulting through a network of Investment Advisor Representatives using approved platforms and model portfolios.

Client services

Based on Mutual of Omaha Investor Services, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Mutual of Omaha Investor Services, Inc.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Based on Mutual of Omaha Investor Services, Inc.

Founder/Business Owner

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Fee options

Fixed

Financial Planning Fixed Fees: Minimum generally $500 up to $25,000; Financial Consulting Fixed Fees: $100 minimum, generally not exceeding $5,000; Financial Plan Reviews: $250 to $5,000

Commissions

Advisor may receive commissions on insurance and securities products sold separately as registered representatives or insurance agents; commissions vary by product

Project-based

Financial Planning and Consulting: $100 to $500 per hour

Subscriptions

Ongoing Financial Planning Support fees: $25 to $300 per month or $75 to $900 per quarter (individuals); $25 to $2,000 per month or $75 to $6,000 per quarter (businesses); Retirement Plan Consulting Services fees: $25 to $2,000 per month or $75 to $6,000 per quarter

Other

Fee-only: Financial Planning: $100 to $500 per hour; Financial Consulting: $100 to $500 per hour; Ongoing Financial Planning Support: $25 to $300 per month or $75 to $900 per quarter (individuals), $25 to $2,000 per month or $75 to $6,000 per quarter (businesses); Retirement Plan Consulting Services: $25 to $2,000 per month or $75 to $6,000 per quarter; Financial Plan Reviews: $250 to $5,000; Financial Consulting Fixed Fees: $100 to $5,000

Location

Stanley, VA

Most active in

Virginia

Work history

Mutual of Omaha Investor Services

2023 - Present (3 years)

Mutual of Omaha Insurance Company

2022 - Present (4 years)

Assurance IQ LLC

2022 - 2022 (1 year)

United Laboratories Inc

2021 - 2022 (1 year)

AAA Club Alliance Inc

2011 - 2021 (10 years)

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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Anthony C

CFP®, Series 66

Luray, VA

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Retirement income strategy Business exit / sale strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retired Founder/Business Owner Executive
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