LA
LA

Lance Lynn Altheide

30 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
2,987 clients
Average Client Portfolio
$203K average
Assets Under Management
$604.9M

Fee Structure

Minimum Investment:$2.5K
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Location

664 S Rivershore Lane, Suite 150, Eagle, ID, 83616

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Lance sells fixed insurance products, including life insurance and annuities, with various companies, dedicating about a quarter of his time to this activity. He is also the President, CEO, Owner, and Founder of Olympia Investment Management, spending about a quarter of his time on this business.

Employment History
Current Registrations
American Independent Securities Group, LLCBroker
November 2016 - Present · 9 yrs 3 mos
American Independent Securities Group, LLC
November 2016 - Present · 9 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2009 - November 2016 · 7 yrs 7 mos
Cetera Advisor Networks LLCBroker
April 2009 - November 2016 · 7 yrs 7 mos
LPL Financial CorporationBroker
April 2008 - April 2009 · 1 yr
LPL Financial Corporation
April 2008 - April 2009 · 1 yr
Financial Network Investment Corporation
September 1998 - April 2008 · 9 yrs 7 mos
Financial Network Investment CorporationBroker
June 1995 - April 2008 · 12 yrs 10 mos
State Registrations8 states
AZCOFLIDNYORWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.