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Christopher Lenz

34 Years of Experience
Mechanicsburg, PA
1 DisclosureBrokerSells Insurance

Christopher Lenz is a registered investment advisor at Wienken Advisors, LTD., based in Mechanicsburg, PA, with 34 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Federal Employees, Financial Planning & Coaching, Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
7 advisors
IM Fee
Planning only

Fee Structure

  • Retirement Application Forms Review Service: Fixed fee of $299 to help Federal Employees complete retirement benefit application forms.
  • Retirement Planning Issues Consultation Service: Fees are either fixed or hourly, ranging from $85 to $250 per hour, for tailored retirement planning advice.
  • Financial Advisory/Coaching Service: Fees are either fixed or hourly, ranging from $85 to $250 per hour, for advice on specific financial issues.
One-Time Plan:$299
Hourly Rate:$85 - $250/hr
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Location

100 Sterling Parkway, Suite 307, Mechanicsburg, PA, 17050

Get directions

History

Regulatory History (1)
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Customer Dispute
November 2013
Denied
Other Business ActivitiesSells Insurance

Christopher is a sales agent for individual life, health, group life, and group health insurance since 2004, dedicating a few hours per week. He is also involved in marketing and presenting seminars for Wienken Advisors LTD, taking about 10-20% of his time.

Employment History
Current Registrations
Wienken Advisors, LTD.
October 2008 - Present · 17 yrs 7 mos
MML Investors Services, LLC
July 2006 - Present · 19 yrs 10 mos
MML Investors Services, LLCBroker
April 2004 - Present · 22 yrs 1 mo
Previous Registrations
Wienken & Associates, LTD.
March 2006 - November 2008 · 2 yrs 8 mos
New England SecuritiesBroker
January 2002 - April 2004 · 2 yrs 3 mos
AXA Advisors, LLCBroker
December 2001 - December 2001 · 0 mos
Nylife Securities INC.Broker
July 1999 - November 2001 · 2 yrs 4 mos
Lutheran Brotherhood Securities CORP.Broker
October 1990 - January 1999 · 8 yrs 3 mos
State Registrations37 states
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AdvisorBrokerBoth

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.