Lance J. Clauson

Background

About Lance J. Clauson

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.