Lance Eric Butner

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Edina, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Edina, MN

Other Businesses

Business Ownership; Centennial Group II, LLC; member; business is for costs of office space for advisors and staff; 7601 France Ave South, , Edina, MN, 55435; Not Investment-Related; 12/19/2019; 0 hours per month; 0 during trading hours / CWG Holdings; Co-owner; Manage Ameriprise Business; 7601 France Ave S , Suite 630, Edina, MN, 55435; Investment-Related; 10/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Benilde St Margaret High School; Board Member; 2501 Highway 100, , St louis park, MN, 55416; Not Investment-Related; 06/12/2023; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-03-01

Designations

• Certified Financial Planner
• Chartered Financial Consultant