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Tax & Financial Group

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  2. Grason Lanz

Grason Lanz

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Grason Lanz
California Insurance License Number 0M38536
Financial Advisor

Grason is dedicated to guiding businesses, families, and individuals with the accumulation and

preservation of wealth through comprehensive financial strategies. Grason utilizes his knowledge and

experience in combination with the expertise of a team of specialists available at Tax & Financial Group

(TFG). Together, they provide innovative solutions and professional direction to help clients work towards

their financial goals and objectives.

 

Grason received his Bachelor of Arts Degree in Finance from California State University, Fullerton. Grason

holds the Series 7 and Series 66 registrations, the Life and Health Insurance License, as well as the variable

annuity license. Grason is a Registered Representative and Investment Advisor Representative of Securian

Financial Services, Inc., member FINRA/SIPC.

 

During college Grason led a committee that donated over $20,000 dollars to blood cancer research. He

also volunteers at events supporting Children’s Hospital of Orange County and Make a Wish.

 

Grason is an avid sports fan and enjoys baseball, football, skiing, sailing and spending time outdoors. He

also values spending time with his family.

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Contact info

  •   4001 Macarthur Blvd., 3rd Floor, Newport Beach, California 92660
  •   (949) 223-8100
  •   info@tfgroup.com

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Tax & Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 3121066 DOFU 08/2020

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