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Lance J. Clauson, Aif®, Cebs®, Cpfa®, Rpa, Lutcf is listed as Achieving retirement success for business owners and employees | Director of Retirement Plan Consulting at Strategic Retirement Partners, based in Urbandale, Iowa, United States. AeroLeads shows a work email signal at srpretire.com and a matched LinkedIn profile for Lance J. Clauson, Aif®, Cebs®, Cpfa®, Rpa, Lutcf.
Lance J. Clauson, Aif®, Cebs®, Cpfa®, Rpa, Lutcf previously worked as Director of Plan Consulting | lancec@srpretire.com at Strategic Retirement Partners and Director of Retirement Plan Services | lclauson@grpbenltd.com at Group Benefits, Ltd.. Lance J. Clauson, Aif®, Cebs®, Cpfa®, Rpa, Lutcf holds Bachelor Of Science (Bs), Business Administration from Upper Iowa University.
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AeroLeads found 2 current-domain work email signals for Lance J. Clauson, Aif®, Cebs®, Cpfa®, Rpa, Lutcf. Compare company email patterns before reaching out.
Self-motivated and positive professional who thrives on consulting with businesses to design the optimal retirement plan. Able to motivate employees to achieve their maximum retirement potential. Exceptionally well organized and analytical, with a track record that demonstrates a proven ability to achieve company and employee retirement goals.Designations/Licenses• Accredited Investment Fiduciary (AIF®), Earned from the Center for Fiduciary Studies®• Retirement Plan Associate (RPA), Honored by the International Foundation of Employee Benefit Plans• Certified Employee Benefit Specialist (CEBS®), Honored by the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania.• Certified Plan Fiduciary Advisor (CPFA) - Awarded by The National Association of Plan Advisors (NAPA) – demonstrates knowledge, commitment to working with retirement plans and the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.• FINRA Series 7: General Securities Representative• FINRA Series 66: Uniform Combined State Law• LUTCF: Life Underwriter Training Council Fellow professional designation, Honored by The American College’s and NAIFA’s Code of Ethics for professionalism• FINRA Series 6: Investment Company Products/Variable Contracts Limited Representative• FINRA Series 63: Uniform Securities Agent State Law Examination• State of Iowa Insurance License: Accident and Health, Life, Variable Life, and Variable Annuity/*********/Investment advisory services offered through WELLth Advisory Services, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor.
Listed skills include Pensions, New Business Development, Direct Sales, Marketing Strategy, and 45 others.
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US
Direct consulting operations for retirement plans, diverse in size and industry, and plan types, including 401(k), 403(b), defined benefit, and NQDC plans. Implement investment policy management including philosophy and process. Analyze plan investments and design portfolios which optimize asset allocation, asset/liability, and risk management to position.
Urbandale, IA, US
Organize business development and marketing efforts to expand retirement plan cross-selling opportunities within the Group Benefits, Ltd affiliated agent network.Investment advisory services offered through WELLth Advisory Services, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor.
Dallas, TX, US
Waukee, Iowa, US
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Lance J. Clauson, Aif®, Cebs®, Cpfa®, Rpa, Lutcf works for Strategic Retirement Partners.
Lance J. Clauson, Aif®, Cebs®, Cpfa®, Rpa, Lutcf is listed as Achieving retirement success for business owners and employees | Director of Retirement Plan Consulting at Strategic Retirement Partners.
AeroLeads has found 2 work email signals at @srpretire.com for Lance J. Clauson, Aif®, Cebs®, Cpfa®, Rpa, Lutcf at Strategic Retirement Partners.
Lance J. Clauson, Aif®, Cebs®, Cpfa®, Rpa, Lutcf is based in Urbandale, Iowa, United States while working with Strategic Retirement Partners.
Lance J. Clauson, Aif®, Cebs®, Cpfa®, Rpa, Lutcf has worked for Strategic Retirement Partners, Group Benefits, Ltd., Visionpoint Advisory Group, and Holmes Murphy & Associates.
You can use AeroLeads to view verified contact signals for Lance J. Clauson, Aif®, Cebs®, Cpfa®, Rpa, Lutcf at Strategic Retirement Partners, including work email, phone, and LinkedIn data when available.
Lance J. Clauson, Aif®, Cebs®, Cpfa®, Rpa, Lutcf holds Bachelor Of Science (Bs), Business Administration from Upper Iowa University.
Lance J. Clauson, Aif®, Cebs®, Cpfa®, Rpa, Lutcf is listed with skills including Pensions, New Business Development, Direct Sales, Marketing Strategy, Collaborative Leadership, Strategic Planning, Tactical Planning, and Revenue And Profit Growth.
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