Please complete the CAPTCHA to continue
@mcinnesgroup.com
✓
2 phones found area 816
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Lance Zimmerman is listed as Director of Retirement Plan Services - Dedicated to making sure no participants are left behind at McInnes Group, Inc., a company with 35 employees, based in Kansas City, Missouri, United States. AeroLeads shows a work email signal at mcinnesgroup.com, phone signal with area code 816, and a matched LinkedIn profile for Lance Zimmerman.
Lance Zimmerman previously worked as Director of Retirement Plan Services at Mcinnes Group, Inc. and Mortgage Loan Officer at Community First National Bank. Lance Zimmerman holds Bachelor’S Degree, International Studies With An Emphasis In Business from Westminster College (Mo).
This section adds company-level context without repeating Lance Zimmerman's masked contact details.
AeroLeads found 1 current-domain work email signal for Lance Zimmerman. Compare company email patterns before reaching out.
Experienced / Specialized 401(k) plan advisor responsible for growing and retaining a major book of retirement plans. As an advisor, I focus on proactively delivering solutions aimed at enhancing retirement plan operation and fiduciary oversight. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. McInnes Group is independently owned and operated. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Listed skills include Wealth Management, 401K, Investment Advisory, Portfolio Management, and 15 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Prairie Village, Kansas
Retirement Plan Advisor with McInnes Financial Services, a part of McInnes Group Inc.Focused on helping clients design and implement a retirement plan that will help employees achieve retirement readiness through Fiduciary Oversight, Participant Education, Investment Monitoring and Plan Benchmarking. If you would like to hear more about McInnes Group.
Kansas City, Missouri Area
OneAmerica Retirement Services (formerly BMO Retirement Services/M&I Institutional Trust Services)Kansas City, MO April 2003 to PresentRelationship Executive Responsible for managing relationships with approximately 45 institutional retirement plan clients generating over $2.4 million in revenue annuallyLead a seven-person team assigned to each.
Other employees you can reach at mcinnesgroup.com. View company contacts for 35 employees →
Laura Mayhew
Colleague at Mcinnes Group, Inc.Mission, Kansas, United States, United States
View →
SJ
S. Jane Limbach
Colleague at Mcinnes Group, Inc.Lees Summit, Missouri, United States, United States
View →
DS
Dan Shurley
Colleague at Mcinnes Group, Inc.Mission, Kansas, United States, United States
View →
RW
Russell Williams
Colleague at Mcinnes Group, Inc.Osage Beach, Missouri, United States, United States
View →
DC
Don Clarkson
Colleague at Mcinnes Group, Inc.Leawood, Kansas, United States, United States
View →
MS
Michelle Scaro Kivett, Vbs
Colleague at Mcinnes Group, Inc.Overland Park, Kansas, United States, United States
View →
DW
David Woodring
Colleague at Mcinnes Group, Inc.Overland Park, Kansas, United States, United States
View →
DM
Dennis Maggart
Colleague at Mcinnes Group, Inc.Greenwood, Missouri, United States, United States
View →
SM
Simon Mcinnes
Colleague at Mcinnes Group, Inc.Montreal, Quebec, Canada, Canada
View →
JM
John Mcinnes
Colleague at Mcinnes Group, Inc.New South Wales, Australia, Australia
View →
Quick answers generated from the profile data available on this page.
Lance Zimmerman works for McInnes Group, Inc..
Lance Zimmerman is listed as Director of Retirement Plan Services - Dedicated to making sure no participants are left behind at McInnes Group, Inc..
AeroLeads has found 1 work email signal at @mcinnesgroup.com for Lance Zimmerman at McInnes Group, Inc..
AeroLeads has found 2 phone signal(s) with area code 816 for Lance Zimmerman at McInnes Group, Inc..
Lance Zimmerman is based in Kansas City, Missouri, United States while working with McInnes Group, Inc..
Lance Zimmerman has worked for Mcinnes Group, Inc., Community First National Bank, Oneamerica Retirement Services, and Wachovia, A Wells Fargo Company.
Lance Zimmerman's colleagues at McInnes Group, Inc. include Laura Mayhew, S. Jane Limbach, Dan Shurley, Russell Williams, and Don Clarkson.
You can use AeroLeads to view verified contact signals for Lance Zimmerman at McInnes Group, Inc., including work email, phone, and LinkedIn data when available.
Lance Zimmerman holds Bachelor’S Degree, International Studies With An Emphasis In Business from Westminster College (Mo).
Lance Zimmerman is listed with skills including Wealth Management, 401K, Investment Advisory, Portfolio Management, Financial Advisory, Employee Benefits, Mutual Funds, and Investment Management.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Lance Zimmerman you were looking for.
