LANB Investment Group

By focusing on quality and diversification, our advisors implement unique investment solutions that are specific to your needs. We are committed to building lasting relationships and providing individualized, professional services.  Our advisors take the time to understand our clients' personal situation, risk tolerance and financial goals in order to customize investment solutions.

Our investment group offers advisory services to individuals, trusts, estates, employee benefit plans and endowments.

Listed below are some of the products and services we offer. If you would like to discuss one of these options or something other than what is listed, please call (505) 661-4440 to schedule an appointment with one of our advisors.

Products and Services:

Complimentary Portfolio Review

Retirement Plan Rollovers

Retirement Planning

Traditional IRAs


Portfolio Management


Mutual funds

529 College Savings Plans

401(k) Plans

403(b) Plans

Fixed Annuities

Variable Annuities

Direct Investments

Insurance Review

Life and Disability Insurance

Long-term Care Insurance


Treasury Bills


Tax Advantaged Investments

Wealth Strategies Group

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.  constitutes leaving the lanb website

Investment and Insurance Products:
Securities and Insurance products offered through LPL Financial and its affiliates.  Member FINRA/SIPC

Not FDIC Insured / Not Bank Guaranteed / May Lose Value / Not a Bank Deposit / Not Insured by any Federal Government Agency

Financial Advisors of the LANB Investment Group are registered representatives with, and Securities, Advisory Services and Insurance Products are offered through LPL Financial and its affiliates, Member FINRA/SIPC and a SEC registered investment advisor.  Los Alamos National BAnk and LANB Investment Group are not registered broker/dealers, nor are they affiliated with LPL Financial.  

LPL Branch Office located at 1200 Trinity Drive, Los Alamos, NM  87544.

This site is designed for U.S. residents only.  The services offered within this site are offered exclusively through our U.S. registered representatives.  LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered.  Please note that not all of the investments and services mentioned are available in every state.