Merrill
47yrs
Top advisor by experience in Bakersfield
20yrs
Lance Mackall
Financial advisor at Ameriprise Financial Services
Lance Mackall is a fiduciary financial advisor in Bakersfield, California, with 20 years in the industry. Lance joined Ameriprise Financial Services in 2019, after seven years at Wells Fargo Advisors and three years at Chase Investment Services. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 170 advisors with offices in Bakersfield, and one of 154 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 62% of advisors nationwide
OfficeBakersfield, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowAmeriprise Financial Services, LLCCurrent firm
- 2012 – 2019
- 2009 – 2012Chase Investment Services Corp.Previously
Contact Lance
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Lance. Bakersfield, CAOffice · Get directions LinkedIn pageAmeriprise Financial ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Lance
Tailored to Lance’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Lance
How do I contact Lance?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Lance Mackall. Lance works from the Bakersfield, CA office.
How long has Lance been a financial advisor?
Lance has been in the industry since 2006, about 20 years. More experience than 62% of advisors nationwide.
What licenses does Lance hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Lance a fiduciary?
Lance is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lance paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Lance for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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