Since 1999 Lance Steinke, Vice President, Wealth Advisor has been listening to clients and helping them to achieve their financials goals through thoughtful planning, education, communication, disciplined investment management, and an ongoing review process.  His professional goal is to understand what clients are trying to achieve and to work closely with them to establish a realistic and focused wealth management plan developed using robust retirement planning software, deep financial markets experience and knowledge, and ongoing communication and review.  The wealth plan is the basis for establishing appropriate risk tolerance and investment options that support achieving each client’s goals.  The process doesn’t stop with the wealth management plan. Ongoing communication and reviews help to make sure goals and plans are still accurate and appropriate in supporting desired goals.

Lance began his career in 1999 at Swenson Anderson, a local financial planning firm in downtown Minneapolis before moving to Piper Jaffray in 2003.  He was an advisor with Piper Jaffray until 2006 when Piper was purchased by UBS.  In 2007 he moved to Merrill Lynch where he spent the next 17 years of his career.  In May of 2024, Lance moved his practice to Green Wealth Management/Wells Fargo Advisors Financial Network in Wayzata to better align his values of the client coming first and only offering products that clients truly need to meet their financial goals.

Lance has earned advanced industry education and credentials in achieving his CERTIFIED FINANCIAL PLANNER® professional and CERTIFIED RETIREMENT PLANNING COUNSELOR ® (CRPC®), both from the American College of Financial Planning.  In addition, he holds his series 6 and 63 registrations and his life/health insurance licenses.  He earned his undergraduate bachelor’s degree in business finance from Colorado State University.

Lance lives in Minneapolis with his wife Michele and dog Oso.  His two kids are now grown; his daughter lives in Saint Cloud and his son lives in Duluth.  He is an avid skier, mountain biker, road biker and fly fisherman.  He, Michele and Oso love to spend time at their Colorado cabin with the mountains and outdoor activities.