Lance Huebner
He is a CERTIFIED FINANCIAL PLANNER® professional with 15 years of experience in financial planning, investment management, and client service. Prior to GFC Planning, Lance spent over a decade as a financial advisor at Morgan Stanley.
Lance discovered early on that money could work for people, not just be earned and spent. As a child, his father showed him how interest on a savings account allowed his money to grow.
"It felt like magic."
He later realized that what he found most exciting and empowering, many others found overwhelming and confusing. People who had worked hard their entire lives were unsure if they were making the right financial decisions.
That was the spark that ignited his desire to follow in his mother's footsteps as a financial advisor; helping people gain clarity and confidence about their financial future and make the most of their money.
Lance and his high school sweetheart, Amy, have been married for nearly 20 years. Together they're raising two daughters, along with two dogs that keep their home lively.
He is also a United States Army combat veteran who served in Iraq in 2005, earning a Purple Heart for injuries sustained in battle and an Army Commendation Medal for meritorious service. Lance is an alumnus of the University of Minnesota.
We believe real financial advice goes beyond numbers, it's about helping people live with purpose, security, and peace of mind. Whether you're planning for retirement, managing a major life transition, or seeking a more transparent and personalized approach to investing, we're here for you.
The name "GFC" stands for God, Family, and Community, a quiet reflection of our foundational purpose. We strive to embody these values by delivering high-quality work, doing the right thing, treating everyone with respect, and giving generously where we can.
2-4 Employees
MN
1
Individual Investors
Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Money Management
Variable Life, Long Term Care, Variable Annuity, Life, Annuity
Annuities, Stocks, Bonds, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Commodities
Your Office, Email, Phone, Our Office, Your Home, Our Offices, Video Conference
Fee-Based
$250K+
Flat Fee, Based on Assets
110
$100,000,000
Yes
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.wiseradvisor.com/disclosure/1893391/wiseradvisor-gfc-planning-detailed-disclosure.html
Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA , SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. GFC Planning is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
