Gary William Lanzen
Direktor/Vorstandsmitglied bei Alternative Strategies Fund
Profil
Gary William Lanzen was the founder of Mariner Wealth Advisors-Omaha LLC, where he served as President & Chief Investment Officer from 2000 to 2012, and Orizon Group, Inc., where he served as President & Partner in 2006.
He currently holds positions as Director at Northern Lights Fund Trust since 2005, Trustee at AdvisorOne Funds since 2003, Trustee at Northern Lights Variable Trust since 2006, and Independent Trustee at Alternative Strategies Fund since 2010.
His former positions include Trustee at Great Lakes Small Cap Opportunity Fund, Senior Wealth Advisor at Mariner LLC, Trustee at SCA Absolute Return Fund from 2010 to 2012, Trustee at SCA Directional Fund from 2010 to 2012, Independent Trustee at CLA Strategic Allocation Fund from 2014 to 2015, and Principal at CLS Investments LLC.
He received his undergraduate degree from Faith Baptist Bible College & Theological Seminary and his graduate degree from Grace College & Seminary.
Aktive Positionen von Gary William Lanzen
Unternehmen | Position | Beginn |
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Alternative Strategies Fund
Alternative Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Alternative Strategies Fund is a closed-end management investment company, which engages in operating as an interval fund with a continuous offering of fund shares. The firm is also involved in seeking attractive risk-adjusted returns with low to moderate volatility and low correlation to the broader markets, through a concentrated multi-strategy alternative investment approach with an emphasis on income generation. The company was founded on June 15, 2010 and is headquartered in Cincinnati, OH. | Direktor/Vorstandsmitglied | 01.06.2010 |
AdvisorOne Funds | Direktor/Vorstandsmitglied | 01.01.2003 |
Northern Lights Fund Trust | Direktor/Vorstandsmitglied | 01.01.2005 |
Northern Lights Variable Trust | Direktor/Vorstandsmitglied | 01.01.2006 |
Ehemalige bekannte Positionen von Gary William Lanzen
Unternehmen | Position | Ende |
---|---|---|
CLA Strategic Allocation Fund
CLA Strategic Allocation Fund Investment Trusts/Mutual FundsMiscellaneous CLA Strategic Allocation Fund operates as a closed-end management investment company. The company was founded on August 5, 2013 and is headquartered in Las Vegas, NV. | Direktor/Vorstandsmitglied | 01.01.2015 |
SCA Absolute Return Fund
SCA Absolute Return Fund Investment Trusts/Mutual FundsMiscellaneous SCA Absolute Return Fund is a closed-end investment fund/investment trust. The Fund's investment objective is to seek attractive risk-adjusted returns with low to moderate volatility and low correlation to the broader markets through a concentrated multi-strategy alternative investment approach with an emphasis on income generation. The Fund pursues its investment objective by investing primarily in private and publicly traded alternative investment funds and REITs. The company was founded on June 15, 2010 and is headquartered in Hauppauge, NY | Direktor/Vorstandsmitglied | 08.08.2012 |
SCA Directional Fund
SCA Directional Fund Investment Trusts/Mutual FundsMiscellaneous SCA Directional Fund is a newly organized, continuously offered, non-diversified, closed-end management investment company, that is operated as an interval fund. The Fund's investment objective is to generate returns similar to equities with less volatility than traditional equity markets. The company was founded on July 1, 2010 and is headquartered in Hauppauge, NY. | Direktor/Vorstandsmitglied | 08.08.2012 |
Mariner Wealth Advisors-Omaha LLC
Mariner Wealth Advisors-Omaha LLC Investment ManagersFinance Mariner Wealth Advisors-Omaha LLC, dba Mariner Wealth Advisors (MWA) is an asset management firm headquartered in Omaha, Nebraska. The firm is a subsidiary of Mariner LLC, ultimately held by Mariner Wealth Advisors LLC, a holding company. MWA was founded in 2000 by Gary Lanzen as Orizon Investment Counsel LLC. The firm provides personal financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. | Gründer | 01.01.2012 |
Orizon Group, Inc. | Gründer | 01.01.2006 |
Ausbildung von Gary William Lanzen
Faith Baptist Bible College & Theological Seminary | Undergraduate Degree |
Grace College & Seminary | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 12 |
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Mariner Wealth Advisors-Omaha LLC
Mariner Wealth Advisors-Omaha LLC Investment ManagersFinance Mariner Wealth Advisors-Omaha LLC, dba Mariner Wealth Advisors (MWA) is an asset management firm headquartered in Omaha, Nebraska. The firm is a subsidiary of Mariner LLC, ultimately held by Mariner Wealth Advisors LLC, a holding company. MWA was founded in 2000 by Gary Lanzen as Orizon Investment Counsel LLC. The firm provides personal financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. | Finance |
Alternative Strategies Fund
Alternative Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Alternative Strategies Fund is a closed-end management investment company, which engages in operating as an interval fund with a continuous offering of fund shares. The firm is also involved in seeking attractive risk-adjusted returns with low to moderate volatility and low correlation to the broader markets, through a concentrated multi-strategy alternative investment approach with an emphasis on income generation. The company was founded on June 15, 2010 and is headquartered in Cincinnati, OH. | Miscellaneous |
AdvisorOne Funds | |
Great Lakes Small Cap Opportunity Fund | Miscellaneous |
SCA Absolute Return Fund
SCA Absolute Return Fund Investment Trusts/Mutual FundsMiscellaneous SCA Absolute Return Fund is a closed-end investment fund/investment trust. The Fund's investment objective is to seek attractive risk-adjusted returns with low to moderate volatility and low correlation to the broader markets through a concentrated multi-strategy alternative investment approach with an emphasis on income generation. The Fund pursues its investment objective by investing primarily in private and publicly traded alternative investment funds and REITs. The company was founded on June 15, 2010 and is headquartered in Hauppauge, NY | Miscellaneous |
SCA Directional Fund
SCA Directional Fund Investment Trusts/Mutual FundsMiscellaneous SCA Directional Fund is a newly organized, continuously offered, non-diversified, closed-end management investment company, that is operated as an interval fund. The Fund's investment objective is to generate returns similar to equities with less volatility than traditional equity markets. The company was founded on July 1, 2010 and is headquartered in Hauppauge, NY. | Miscellaneous |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
CLS Investments LLC
CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Finance |
CLA Strategic Allocation Fund
CLA Strategic Allocation Fund Investment Trusts/Mutual FundsMiscellaneous CLA Strategic Allocation Fund operates as a closed-end management investment company. The company was founded on August 5, 2013 and is headquartered in Las Vegas, NV. | Miscellaneous |
Orizon Group, Inc. | |
Northern Lights Fund Trust | |
Northern Lights Variable Trust | Miscellaneous |