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- Custodian
- Lincoln Financial ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-13-2015
- Office Locations
- 1
Office Locations
About THE Perspective Group
The Perspective Group is a Lawrence, KS advisory firm that pairs clients with a CERTIFIED FINANCIAL PLANNER4 professional for goal-based financial planning. The team provides investment advice alongside tax planning and preparation, with portfolio construction using public funds and ETFs and additional planning support such as estate and charitable strategies. Works across retail and institutional relationships and clears through platforms including LPL Financial.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEPHEN CHRISTOPHER LANE
Chief Compliance Officer, President
- CRD
- #4826768
- Ownership
- 75% or more
GARRETT L HALTON
Financial Planner
- CRD
- #6224158
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $225,078,095 | $406,278 |
| Non-Discretionary | $0 | -- |
| Total | $225,078,095 | $406,278 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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