Kristen Lanning (CRD# 4869025) is an Investment Advisor Representative working at Pacesetter Financial Group, LLC in Lincoln, IL and has over 19 years of experience in the finance industry. Kristen Lanning has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7074382
Three Sixty Wealth Management, LLC
CRD# 5991010
Private Advisor Group, LLC
CRD# 6241596
Ipi Wealth Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacesetter Financial Group, LLC | Lincoln, IL | Aug 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2004 |
- IL
-
Total Assets Under Management125MILLIONS
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Total Number of Accounts699ACCOUNTS
-
Average Account Value$178,824
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
IL, TX
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