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Lonnie D Mclane

Over 23 Years Servicing Clients and their Families with Value Added Service

Innovation Partners LLC.

Lapeer

MI

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Charitable Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Qualifications

Experience

No timeline events available.
Employer Years Dates
Innovation Partners LLC 1 year May 2017 - Present
Sigma Financial Corporation 22 years, 7 months Oct 1994 - May 2017
Mid-Thumb Insurance 32 years, 3 months Feb 1986 - Present
Mid Thomas Financial Planning 34 years, 4 months Jan 1984 - Present

Designations & Memberships

Membership information not available

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 2, 2017
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 3, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Innovation Partners LLC.

Last updated on Sept. 24, 2017
    • $110.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 991
      Accounts
    • $111.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements