BL
CFP
BL
CFP

Brenda Lenz

30 Years of Experience
Lawrence, KS

Brenda Lenz is a CFP-designated registered investment advisor at First Affirmative Financial Network LLC, based in Lawrence, KS, with 30 years of industry experience. Brenda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 2,327 clients with $910M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
IM Fee
Planning only
Assets Under Management
$905.2M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4000 W. 6th St., B, #148, Lawrence, KS, 66049

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brenda owns rental property for her daughter. This activity is not investment-related.

Employment History
Current Registrations
First Affirmative Financial Network LLC
January 2013 - Present · 13 yrs 9 mos
Previous Registrations
Walnut Street Advisers INC
March 2006 - March 2006 · 0 mos
Walnut Street Securities, INC.
March 2006 - March 2006 · 0 mos
Wheatland Financial Services, LLC
March 2006 - January 2013 · 6 yrs 10 mos
First Affirmative Financial Network LLC
August 1999 - January 2005 · 5 yrs 5 mos
Walnut Street Advisers INC
December 1995 - March 2006 · 10 yrs 3 mos
State Registrations1 state
KS
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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