Joseph Lanza
Joseph Lanza is a registered investment advisor at Vision Retirement, based in Ridgewood, NJ, with 39 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 1,119 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vision Retirement offers Fiduciary Investment Management services, where they rely on third-party intellectual property for investment allocations and strategies. They also offer Robo-Investment Management (VR Robo) through Betterment LLC, which provides automated investing with guidance from a financial advisor. The fees for Fiduciary Investment Management have a maximum of 1.25% of the dollars invested. Robo Investment Management is a fixed percentage of 0.75% of the account value.
Location
171 East Ridgewood Avenue, Suite 205, Ridgewood, NJ, 07450
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2002Customer Dispute
March 2001Other Business ActivitiesSells Insurance
Joseph is involved in several business activities, including real estate rentals, notary services, and ownership of Juice Journey LLC. He also operates Lanza Financial Group, Inc. as a DBA for his LPL business and provides investment advisory services through Vision Retirement, LLC, dedicating nearly full-time hours to these investment-related activities. Joseph also works as an insurance broker for Simplicity Group, spending minimal time on this activity.
Employment History
Current Registrations
Vision Retirement
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Sentra Securities CORP
Sentra Securities CorporationBroker
Hym Financial, INC.Broker
MML Investors Services, INC.Broker
W. S. Griffith & CO., INC.Broker
American Capital Financial Services, INC.Broker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.