Former Morgan Stanley adviser Lance Huebner has launched an independent registered investment advisory (RIA) firm, GFC Planning, in Minnesota.
The firm, headquartered in Woodbury, MN, the firm will provide personalised financial planning and investment management services.
Huebner is a former US army veteran with over 15 years of experience in financial planning and investment management, including over a decade at Morgan Stanley. He served in Iraq in 2005.
“We created GFC Planning to help people transform financial complexity into clarity,” said Huebner.
“Our mission is to help people feel more confident in their financial life by addressing what matters most to them, building long-term strategies aligned with their goals, and offering clear, step-by-step guidance to help make the most of their money at every stage of life.”
