Robert W. Baird & Co.
47yrs
Top advisor by experience in Denver
1yr
Lance Wright
Financial advisor at Mutual of Omaha Investor Services
Lance Wright has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Denver, Colorado. Lance joined Mutual of Omaha Investor Services in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 2610 advisors with offices in Denver, and one of 2345 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office600 Grant Street Suite 304, Denver, CO 80203
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$4,656
Advisors at the firm282
States licensed ?1 state
Services through Mutual of Omaha Investor Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
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
- Mar 2026 – nowMutual of Omaha Investor Services, Inc.Current firm
Questions to ask Lance
Tailored to Lance’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
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About Lance
How do I contact Lance?
Call Mutual of Omaha Investor Services at (402) 351-3102 and ask for Lance Wright. Lance works from the Denver, CO office.
How long has Lance been a financial advisor?
Lance has been in the industry since 2025, about 1 years. 1 years in the industry.
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?
Mutual of Omaha Investor Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other 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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