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Lance Huebner Email & Phone Number
Founder and Principal Advisor
at
GFC Planning
1 work email found
@morganstanley.com
1 phone found area 914
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Principal Advisor
Location
Greater Minneapolis-St. Paul Area, United States
Who is Lance Huebner? Overview
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Quick answer
Lance Huebner is listed as Founder and Principal Advisor at GFC Planning, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 914, and a matched LinkedIn profile for Lance Huebner.
Lance Huebner previously worked as Financial Advisor at Morgan Stanley and Mortgage Consultant-Telesales at Wells Fargo. Lance Huebner holds Bachelor Of Science, Economics from University Of Minnesota.
Company email context
Email format at GFC Planning
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{first}.{last}@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Lance Huebner. Compare company email patterns before reaching out.
Profile bio
About Lance Huebner
Born into a family deeply rooted in financial experience, I inherited a passion for finance from my mother, a seasoned Financial Advisor, and my father, who is equally financially savvy. Following my time with the National Guard and a deployment to Iraq in 2005, I pursued an undergraduate degree in Economics at the University of Minnesota.My professional journey began in 2009 with US Bank, starting as a phone banker and advancing to a managerial role. Transitioning to Wells Fargo, I excelled as a Mortgage Loan Officer before joining Morgan Stanley in 2014 as a Financial Advisor alongside my mother. While learning from her 30 + years of experience as an Advisor, I also continued my formal education, earning the CERTIFIED FINANCIAL PLANNER® designation in 2019.Striving to help build confidence in client's financial journey, we seek to follow a consistent, transparent process which focuses on the fundamentals of financial planning. Rather than complicating the client's experience with charts, graphs, and financial jargon, I show them how they are doing in dollars and cents. I help clients with planning for retirement, tax management strategies, and risk management strategies. I also handle the day-to-day management of their investments.On a personal note, I'm a devoted husband, father of two amazing daughters, and have two crazy dogs! Beyond the financial realm, I love to golf, play softball, lift weights, and treasure every moment I can with family and friends.For more information on my Financial Planning and Investment Management process check out my website: https://advisor.morganstanley.com/lance.huebnerREADY FOR A COMPLIMENTARY CONSULTATION?Reach out to me directly on LinkedIn, email me at Lance.Huebner@morganstanley.com, or call me at (952) 921-1923.
Listed skills include Financial Services and Services.
Current workplace
Lance Huebner's current company
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Gfc Planning
Website
AeroLeads page
5 roles
Lance Huebner work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Disclaimers: ©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/lance.huebner. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.NMLS#: 845704
Mortgage Consultant-Telesales
I built strong, long-lasting relationships with customers and helped them reach their personal and financial goals through home ownership.
Oct 2011 - Apr 2014
Outbound Sales Manager
As a Sales Manager for US Bank, I worked to help my team of Personal Bankers deepen their relationships with US Bank's customers. We used the technology and resources that US Bank had available to gain an understanding of what products and services would best meet our customer's needs, and then guided our customers in how to best utilize those services to achieve there goals.
Jun 2009 - Oct 2011
Infantry Team Lead
Veteran of the United States Army, serving in Iraq in 2005 earning a Purple Heart for injuries sustained in battle as well as an Army Commendation Medal for meritorious service.
Jan 2003 - Dec 2008
2 education records
Lance Huebner education
Bachelor Of Science, Economics
University Of Minnesota
Minor, Business Management
University Of Minnesota - Carlson School Of Management
FAQ
Frequently asked questions about Lance Huebner
Quick answers generated from the profile data available on this page.
What company does Lance Huebner work for?
Lance Huebner works for GFC Planning.
What is Lance Huebner's role at GFC Planning?
Lance Huebner is listed as Founder and Principal Advisor at GFC Planning.
What is Lance Huebner's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Lance Huebner at GFC Planning.
What is Lance Huebner's phone number?
AeroLeads has found 1 phone signal(s) with area code 914 for Lance Huebner at GFC Planning.
Where is Lance Huebner based?
Lance Huebner is based in Greater Minneapolis-St. Paul Area, United States while working with GFC Planning.
What companies has Lance Huebner worked for?
Lance Huebner has worked for Gfc Planning, Morgan Stanley, Wells Fargo, U.S. Bank, and Army National Guard.
How can I contact Lance Huebner?
You can use AeroLeads to view verified contact signals for Lance Huebner at GFC Planning, including work email, phone, and LinkedIn data when available.
What schools did Lance Huebner attend?
Lance Huebner holds Bachelor Of Science, Economics from University Of Minnesota.
What skills is Lance Huebner known for?
Lance Huebner is listed with skills including Financial Services and Services.
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